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

EXPENSES

Cost Per $10,000:
3-Year: $275
5-Year: $481
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 2%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.76%    
30th
3-Year: 8.75%    
94th
5-Year: 12.09%    
84th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.14%    
57th
3-Year: 1.97%    
82th
5-Year: 1.91%    
84th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2021

PORTFOLIO

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

Underlying data by Value Line