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

EXPENSES

Cost Per $10,000:
3-Year: $759
5-Year: $1.3K
10-Year: $3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.25%    
28th
3-Year: 0.51%    
32th
5-Year: 6.86%    
50th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.99%    
22th
3-Year: -1.59%    
31th
5-Year: 0.23%    
51th
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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