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

EXPENSES

Cost Per $10,000:
3-Year: $26
5-Year: $45
10-Year: $103
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.04%    
43th
3-Year: 0.46%    
32th
5-Year: 2.96%    
30th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.85%    
12th
3-Year: -3.31%    
6th
5-Year: -3.71%    
5th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 06/01/2018

PORTFOLIO

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

Underlying data by Value Line