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

EXPENSES

Cost Per $10,000:
3-Year: $565
5-Year: $991
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: 13.3%    
7th
3-Year: 5.64%    
76th
5-Year: 7.64%    
54th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.49%    
3th
3-Year: -2.92%    
10th
5-Year: -2.49%    
9th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 08/01/2014

PORTFOLIO

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

Underlying data by Value Line