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

EXPENSES

Cost Per $10,000:
3-Year: $355
5-Year: $623
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 2%
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.42%    
29th
3-Year: 8.46%    
94th
5-Year: 11.83%    
83th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.36%    
54th
3-Year: 1.71%    
79th
5-Year: 1.65%    
81th
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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