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

EXPENSES

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

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 28.22%    
74th
3-Year: 11.43%    
96th
5-Year: 14.84%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.96%    
96th
3-Year: 2.87%    
88th
5-Year: 3.3%    
92th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2021

PORTFOLIO

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

Underlying data by Value Line