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

EXPENSES

Cost Per $10,000:
3-Year: $23
5-Year: $40
10-Year: $90
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.74%    
80th
3-Year: 4.68%    
62th
5-Year: 8.72%    
68th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.42%    
85th
3-Year: 0.96%    
62th
5-Year: 1.74%    
73th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2022

PORTFOLIO

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

Underlying data by Value Line