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

EXPENSES

Cost Per $10,000:
3-Year: $333
5-Year: $583
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 24.98%    
66th
3-Year: -2.06%    
6th
5-Year: 11.32%    
87th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.03%    
31th
3-Year: -4.74%    
17th
5-Year: 1.62%    
76th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 10/01/2023

PORTFOLIO

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

Underlying data by Value Line