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

EXPENSES

Cost Per $10,000:
3-Year: $420
5-Year: $736
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.69%    
6th
3-Year: -3.96%    
7th
5-Year: 3.01%    
22th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.11%    
37th
3-Year: 0.53%    
62th
5-Year: -0.33%    
60th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2023

PORTFOLIO

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

Underlying data by Value Line