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

EXPENSES

Cost Per $10,000:
3-Year: $304
5-Year: $532
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.99%    
43th
3-Year: 5.52%    
79th
5-Year: 6%    
53th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6%    
40th
3-Year: 5.24%    
91th
5-Year: 0.74%    
63th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2010

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line