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

EXPENSES

Cost Per $10,000:
3-Year: $378
5-Year: $662
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 25.91%    
82th
3-Year: 8.14%    
88th
5-Year: 11.57%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.44%    
92th
3-Year: -0.34%    
43th
5-Year: 0.81%    
70th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 07/01/2020

PORTFOLIO

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

Underlying data by Value Line