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

EXPENSES

Cost Per $10,000:
3-Year: $352
5-Year: $617
10-Year: $1.4K
Loads and Fees:
Initial: 5.25%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.95%    
54th
3-Year: 1.28%    
35th
5-Year: 6.85%    
51th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.83%    
66th
3-Year: -2.56%    
18th
5-Year: 1.18%    
80th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2019

PORTFOLIO

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

Underlying data by Value Line