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

EXPENSES

Cost Per $10,000:
3-Year: $636
5-Year: $1.1K
10-Year: $2.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.22%    
20th
3-Year: 5.53%    
80th
5-Year: 8.79%    
61th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.51%    
36th
3-Year: -1.86%    
19th
5-Year: -1.43%    
21th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 03/01/2019

PORTFOLIO

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

Underlying data by Value Line