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

EXPENSES

Cost Per $10,000:
3-Year: $588
5-Year: $1K
10-Year: $2.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.43%    
82th
3-Year: -0.03%    
19th
5-Year: 9.84%    
73th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.55%    
62th
3-Year: -0.35%    
37th
5-Year: -0.88%    
29th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2021

PORTFOLIO

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

Underlying data by Value Line