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

EXPENSES

Cost Per $10,000:
3-Year: $633
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: 20.24%    
86th
3-Year: -1.74%    
37th
5-Year: 9.08%    
85th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.6%    
82th
3-Year: 2.24%    
64th
5-Year: 1.22%    
69th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2010

PORTFOLIO

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

Underlying data by Value Line