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

EXPENSES

Cost Per $10,000:
3-Year: $501
5-Year: $877
10-Year: $2K
Loads and Fees:
Initial: 4.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 29.3%    
67th
3-Year: 0.67%    
23th
5-Year: 8.54%    
53th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.88%    
33th
3-Year: 0.33%    
45th
5-Year: -3.47%    
11th
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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