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

EXPENSES

Cost Per $10,000:
3-Year: $355
5-Year: $623
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.9%    
14th
3-Year: 4.5%    
60th
5-Year: 6.1%    
47th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -8.25%    
1th
3-Year: 0.76%    
59th
5-Year: -1.21%    
32th
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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