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: 3.91%    
20th
3-Year: 1.89%    
63th
5-Year: 6.26%    
57th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.82%    
8th
3-Year: -1.93%    
20th
5-Year: -2.11%    
15th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line