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: 16.72%    
74th
3-Year: 7.24%    
82th
5-Year: 7.38%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.4%    
87th
3-Year: 6.67%    
94th
5-Year: 0.95%    
67th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line