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

EXPENSES

Cost Per $10,000:
3-Year: $149
5-Year: $260
10-Year: $593
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 28.01%    
88th
3-Year: 9.46%    
89th
5-Year: 12.71%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.11%    
64th
3-Year: 2.23%    
68th
5-Year: 1.53%    
62th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2004

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line