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

EXPENSES

Cost Per $10,000:
3-Year: $19
5-Year: $34
10-Year: $77
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 26.52%    
73th
3-Year: 1.61%    
34th
5-Year: 10.56%    
75th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.66%    
44th
3-Year: -7.47%    
5th
5-Year: -1.54%    
33th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2013

PORTFOLIO

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

Underlying data by Value Line