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

EXPENSES

Cost Per $10,000:
3-Year: $233
5-Year: $408
10-Year: $928
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.63%    
63th
3-Year: 6.92%    
81th
5-Year: 10.9%    
76th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.63%    
90th
3-Year: -1.56%    
24th
5-Year: 0.35%    
62th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line