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

EXPENSES

Cost Per $10,000:
3-Year: $433
5-Year: $758
10-Year: $1.7K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.62%    
13th
3-Year: 4.25%    
59th
5-Year: 5.83%    
45th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -8.52%    
1th
3-Year: 0.49%    
55th
5-Year: -1.47%    
28th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2009

PORTFOLIO

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

Underlying data by Value Line