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

EXPENSES

Cost Per $10,000:
3-Year: $165
5-Year: $289
10-Year: $657
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.15%    
87th
3-Year: 6.47%    
75th
5-Year: 11.66%    
85th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.09%    
97th
3-Year: 3.1%    
95th
5-Year: 4.42%    
100th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2008

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line