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

EXPENSES

Cost Per $10,000:
3-Year: $384
5-Year: $674
10-Year: $1.5K
Loads and Fees:
Initial: 5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -1.41%    
9th
3-Year: 0.3%    
55th
5-Year: 5.25%    
53th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.19%    
9th
3-Year: -6.53%    
0th
5-Year: -2.6%    
9th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2020

PORTFOLIO

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

Underlying data by Value Line