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

EXPENSES

Cost Per $10,000:
3-Year: $452
5-Year: $792
10-Year: $1.8K
Loads and Fees:
Initial: 3.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 28.46%    
38th
3-Year: 10.12%    
95th
5-Year: 14.2%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.87%    
67th
3-Year: 2.26%    
84th
5-Year: 3.36%    
93th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 06/01/2010

PORTFOLIO

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

Underlying data by Value Line