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

EXPENSES

Cost Per $10,000:
3-Year: $588
5-Year: $1K
10-Year: $2.3K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.88%    
8th
3-Year: 0.52%    
45th
5-Year: 3.48%    
28th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -11.21%    
1th
3-Year: -1.5%    
28th
5-Year: -4.07%    
3th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line