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

EXPENSES

Cost Per $10,000:
3-Year: $229
5-Year: $402
10-Year: $915
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.61%    
38th
3-Year: -0.19%    
30th
5-Year: 3.06%    
33th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.82%    
71th
3-Year: 1.66%    
78th
5-Year: 1.91%    
94th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 10/01/2022

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line