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: 21.8%    
77th
3-Year: 3.89%    
45th
5-Year: 11.32%    
84th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.73%    
51th
3-Year: 3.22%    
73th
5-Year: 1.05%    
63th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2023

PORTFOLIO

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

Underlying data by Value Line