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

EXPENSES

Cost Per $10,000:
3-Year: $5
5-Year: $8
10-Year: $19
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 29.41%    
90th
3-Year: 9.66%    
85th
5-Year: 14.25%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.28%    
75th
3-Year: 1.39%    
56th
5-Year: 2.53%    
76th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2016

PORTFOLIO

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

Underlying data by Value Line