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

EXPENSES

Cost Per $10,000:
3-Year: $685
5-Year: $1.2K
10-Year: $2.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.12%    
69th
3-Year: -8.05%    
5th
5-Year: 1.59%    
31th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.49%    
36th
3-Year: -5.85%    
12th
5-Year: -6.72%    
3th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 07/01/2008

PORTFOLIO

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

Underlying data by Value Line