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

EXPENSES

Cost Per $10,000:
3-Year: $158
5-Year: $277
10-Year: $632
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.27%    
28th
3-Year: -2.24%    
14th
5-Year: 0.72%    
12th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.54%    
47th
3-Year: -0.98%    
42th
5-Year: -0.45%    
38th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 10/01/2022

PORTFOLIO

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

Underlying data by Value Line