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

EXPENSES

Cost Per $10,000:
3-Year: $675
5-Year: $1.2K
10-Year: $2.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.52%    
11th
3-Year: 2.74%    
54th
5-Year: 4.52%    
40th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -9.31%    
1th
3-Year: -0.28%    
44th
5-Year: -2.26%    
18th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line