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

EXPENSES

Cost Per $10,000:
3-Year: $830
5-Year: $1.5K
10-Year: $3.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 0.47%    
7th
3-Year: 0.41%    
39th
5-Year: 2.02%    
22th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -12%    
1th
3-Year: -2.27%    
16th
5-Year: -4.85%    
2th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2019

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line