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

EXPENSES

Cost Per $10,000:
3-Year: $265
5-Year: $464
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 22.03%    
77th
3-Year: 8.48%    
85th
5-Year: 11.9%    
85th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.78%    
47th
3-Year: 1.33%    
55th
5-Year: 0.3%    
48th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2013

PORTFOLIO

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

Underlying data by Value Line