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

EXPENSES

Cost Per $10,000:
3-Year: $223
5-Year: $391
10-Year: $889
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.81%    
51th
3-Year: 0.94%    
20th
5-Year: 12.27%    
88th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.47%    
16th
3-Year: -0.26%    
38th
5-Year: 2.2%    
82th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2021

PORTFOLIO

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

Underlying data by Value Line