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

EXPENSES

Cost Per $10,000:
3-Year: $643
5-Year: $1.1K
10-Year: $2.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.62%    
62th
3-Year: 0.64%    
36th
5-Year: 3.34%    
34th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.63%    
32th
3-Year: -1.86%    
12th
5-Year: -0.18%    
41th
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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