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

EXPENSES

Cost Per $10,000:
3-Year: $504
5-Year: $883
10-Year: $2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.21%    
8th
3-Year: 0.78%    
47th
5-Year: 3.74%    
30th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -11.04%    
1th
3-Year: -1.26%    
31th
5-Year: -3.83%    
5th
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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