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

EXPENSES

Cost Per $10,000:
3-Year: $575
5-Year: $1K
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: 24.76%    
87th
3-Year: -2.75%    
22th
5-Year: 10.88%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.45%    
87th
3-Year: 0.11%    
41th
5-Year: 2.39%    
83th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 07/01/2022

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line