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

EXPENSES

Cost Per $10,000:
3-Year: $507
5-Year: $889
10-Year: $2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 11.81%    
6th
3-Year: 1.27%    
26th
5-Year: 7.2%    
51th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -11.28%    
3th
3-Year: -2.25%    
26th
5-Year: 0.42%    
55th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 08/01/2013

PORTFOLIO

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

Underlying data by Value Line