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

EXPENSES

Cost Per $10,000:
3-Year: $213
5-Year: $374
10-Year: $851
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 25.25%    
81th
3-Year: -0.54%    
11th
5-Year: 9.16%    
66th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.87%    
58th
3-Year: -1.98%    
31th
5-Year: -1.69%    
25th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2016

PORTFOLIO

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

Underlying data by Value Line