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

EXPENSES

Cost Per $10,000:
3-Year: $39
5-Year: $68
10-Year: $155
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.98%    
42th
3-Year: 0.42%    
31th
5-Year: 2.91%    
30th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.98%    
11th
3-Year: -3.38%    
6th
5-Year: -3.78%    
5th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line