MUTUAL FUND SNAPSHOT The Easy Way To Find Great Mutual Funds!

EXPENSES

Cost Per $10,000:
3-Year: $371
5-Year: $651
10-Year: $1.5K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.46%    
40th
3-Year: 6.47%    
96th
5-Year: 12.17%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.15%    
68th
3-Year: 2.54%    
86th
5-Year: 3.66%    
94th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 06/01/2010

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line