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

EXPENSES

Cost Per $10,000:
3-Year: $284
5-Year: $498
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.56%    
23th
3-Year: 8.4%    
93th
5-Year: 12.15%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.04%    
45th
3-Year: 1.53%    
78th
5-Year: 1.2%    
75th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 07/01/2011

PORTFOLIO

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

Underlying data by Value Line