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

EXPENSES

Cost Per $10,000:
3-Year: $294
5-Year: $515
10-Year: $1.2K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.66%    
10th
3-Year: 6.4%    
83th
5-Year: 8.67%    
58th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.82%    
12th
3-Year: -1.05%    
32th
5-Year: -1.94%    
16th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2022

PORTFOLIO

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

Underlying data by Value Line