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

EXPENSES

Cost Per $10,000:
3-Year: $371
5-Year: $651
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.52%    
35th
3-Year: 8.18%    
86th
5-Year: 8.96%    
58th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.41%    
64th
3-Year: -0.37%    
46th
5-Year: -1.97%    
16th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2013

PORTFOLIO

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

Underlying data by Value Line