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

EXPENSES

Cost Per $10,000:
3-Year: $145
5-Year: $255
10-Year: $580
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 1.72%    
21th
3-Year: -2.58%    
13th
5-Year: 0.77%    
14th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.45%    
24th
3-Year: -1.13%    
36th
5-Year: -0.29%    
44th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 10/01/2022

PORTFOLIO

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

Underlying data by Value Line