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

EXPENSES

Cost Per $10,000:
3-Year: $291
5-Year: $509
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: 29.12%    
42th
3-Year: 10.68%    
96th
5-Year: 14.81%    
91th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.4%    
68th
3-Year: 2.82%    
88th
5-Year: 3.96%    
96th
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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