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

EXPENSES

Cost Per $10,000:
3-Year: $375
5-Year: $657
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.28%    
9th
3-Year: 2.73%    
82th
5-Year: 6.4%    
56th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.06%    
11th
3-Year: -1.32%    
28th
5-Year: -2.21%    
12th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line