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

EXPENSES

Cost Per $10,000:
3-Year: $181
5-Year: $317
10-Year: $722
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.52%    
38th
3-Year: 3.9%    
62th
5-Year: 7.07%    
59th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.49%    
24th
3-Year: -2.05%    
17th
5-Year: -1.84%    
19th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2022

PORTFOLIO

Show Details
Data on this page as of 12/31/2024.

Underlying data by Value Line