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

EXPENSES

Cost Per $10,000:
3-Year: $443
5-Year: $775
10-Year: $1.8K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.05%    
31th
3-Year: -1.63%    
60th
5-Year: 7.58%    
77th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -7.28%    
7th
3-Year: 5.43%    
87th
5-Year: -0.31%    
35th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2020

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line