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

EXPENSES

Cost Per $10,000:
3-Year: $275
5-Year: $481
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: 17%    
20th
3-Year: 6.29%    
84th
5-Year: 6.82%    
45th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.46%    
36th
3-Year: -0.93%    
33th
5-Year: -3.73%    
4th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2021

PORTFOLIO

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

Underlying data by Value Line