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

EXPENSES

Cost Per $10,000:
3-Year: $126
5-Year: $221
10-Year: $503
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.55%    
45th
3-Year: 1.77%    
45th
5-Year: 1.89%    
21th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.39%    
30th
3-Year: -0.51%    
15th
5-Year: -0.2%    
26th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 03/01/2018

PORTFOLIO

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

Underlying data by Value Line