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

EXPENSES

Cost Per $10,000:
3-Year: $29
5-Year: $51
10-Year: $116
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.66%    
77th
3-Year: 5.27%    
66th
5-Year: 8.19%    
64th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.47%    
76th
3-Year: 1.62%    
76th
5-Year: 1.2%    
64th
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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