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

EXPENSES

Cost Per $10,000:
3-Year: $614
5-Year: $1.1K
10-Year: $2.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 27.82%    
34th
3-Year: 9.56%    
94th
5-Year: 13.62%    
88th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.34%    
63th
3-Year: 1.7%    
79th
5-Year: 2.79%    
91th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 06/01/2010

PORTFOLIO

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

Underlying data by Value Line