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

EXPENSES

Cost Per $10,000:
3-Year: $536
5-Year: $940
10-Year: $2.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.77%    
9th
3-Year: 5.6%    
80th
5-Year: 7.85%    
52th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.55%    
6th
3-Year: -1.86%    
19th
5-Year: -2.75%    
8th
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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