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

EXPENSES

Cost Per $10,000:
3-Year: $320
5-Year: $560
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.8%    
68th
3-Year: 1.68%    
44th
5-Year: 4.38%    
41th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.51%    
62th
3-Year: -0.84%    
34th
5-Year: 0.86%    
83th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 08/01/2013

PORTFOLIO

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

Underlying data by Value Line