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

EXPENSES

Cost Per $10,000:
3-Year: $368
5-Year: $645
10-Year: $1.5K
Loads and Fees:
Initial: 4.25%
Deferred: NONE
Redemption: NONE
12b-1: 0.24%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.63%    
42th
3-Year: -0.38%    
30th
5-Year: 2.28%    
32th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.07%    
98th
3-Year: 0.51%    
77th
5-Year: 1.95%    
100th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2020

PORTFOLIO

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

Underlying data by Value Line