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

EXPENSES

Cost Per $10,000:
3-Year: $300
5-Year: $526
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.16%    
28th
3-Year: 6.58%    
85th
5-Year: 9.9%    
71th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.45%    
53th
3-Year: -0.71%    
37th
5-Year: -0.28%    
46th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 03/01/2019

PORTFOLIO

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

Underlying data by Value Line