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

EXPENSES

Cost Per $10,000:
3-Year: $401
5-Year: $702
10-Year: $1.6K
Loads and Fees:
Initial: 4.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.4%    
67th
3-Year: 1.4%    
42th
5-Year: 4.12%    
39th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.24%    
55th
3-Year: -1.09%    
27th
5-Year: 0.6%    
76th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2009

PORTFOLIO

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

Underlying data by Value Line