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

EXPENSES

Cost Per $10,000:
3-Year: $39
5-Year: $68
10-Year: $155
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.83%    
58th
3-Year: 0.55%    
37th
5-Year: 4.24%    
41th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.61%    
36th
3-Year: -2.57%    
12th
5-Year: -2.13%    
19th
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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