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

EXPENSES

Cost Per $10,000:
3-Year: $252
5-Year: $441
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 25.06%    
80th
3-Year: -0.68%    
11th
5-Year: 9.02%    
65th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.7%    
57th
3-Year: -2.11%    
30th
5-Year: -1.83%    
25th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2016

PORTFOLIO

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

Underlying data by Value Line