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

EXPENSES

Cost Per $10,000:
3-Year: $472
5-Year: $826
10-Year: $1.9K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.79%    
86th
3-Year: -1.31%    
41th
5-Year: 9.57%    
87th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.12%    
86th
3-Year: 2.7%    
69th
5-Year: 1.71%    
78th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line