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

EXPENSES

Cost Per $10,000:
3-Year: $26
5-Year: $45
10-Year: $103
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 11.63%    
66th
3-Year: 2.28%    
49th
5-Year: 6.3%    
52th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.25%    
51th
3-Year: -1.02%    
35th
5-Year: -0.41%    
42th
Show Details

MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line