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

EXPENSES

Cost Per $10,000:
3-Year: $210
5-Year: $368
10-Year: $838
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.89%    
71th
3-Year: 14.5%    
72th
5-Year: 16.22%    
85th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.64%    
32th
3-Year: -10.15%    
2th
5-Year: -5.95%    
6th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2004

PORTFOLIO

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Data on this page as of 11/30/2021.

Underlying data by Value Line