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

EXPENSES

Cost Per $10,000:
3-Year: $685
5-Year: $1.2K
10-Year: $2.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.28%    
44th
3-Year: -0.44%    
58th
5-Year: 6.78%    
67th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.47%    
11th
3-Year: 5.15%    
85th
5-Year: -1.59%    
26th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2016

PORTFOLIO

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

Underlying data by Value Line