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

EXPENSES

Cost Per $10,000:
3-Year: $517
5-Year: $906
10-Year: $2.1K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.11%    
34th
3-Year: 1.26%    
37th
5-Year: 7.68%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.24%    
27th
3-Year: -0.84%    
35th
5-Year: 1%    
68th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2007

PORTFOLIO

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

Underlying data by Value Line