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

EXPENSES

Cost Per $10,000:
3-Year: $297
5-Year: $521
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: 26.38%    
82th
3-Year: 8.46%    
90th
5-Year: 11.87%    
83th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.66%    
93th
3-Year: -0.08%    
49th
5-Year: 1.08%    
74th
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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