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

EXPENSES

Cost Per $10,000:
3-Year: $704
5-Year: $1.2K
10-Year: $2.8K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.65%    
62th
3-Year: -7.21%    
6th
5-Year: 4.33%    
47th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.71%    
26th
3-Year: -4.48%    
18th
5-Year: -4.34%    
8th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2007

PORTFOLIO

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

Underlying data by Value Line