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

EXPENSES

Cost Per $10,000:
3-Year: $136
5-Year: $238
10-Year: $541
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 22.08%    
72th
3-Year: 3.58%    
52th
5-Year: 10.26%    
75th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.59%    
45th
3-Year: -0.63%    
34th
5-Year: 0.25%    
53th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2021

PORTFOLIO

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

Underlying data by Value Line