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: 18.06%    
10th
3-Year: 6.77%    
85th
5-Year: 9.05%    
61th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.48%    
14th
3-Year: -0.68%    
38th
5-Year: -1.56%    
20th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line