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

EXPENSES

Cost Per $10,000:
3-Year: $97
5-Year: $170
10-Year: $387
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -2.64%    
92th
3-Year: 12.14%    
97th
5-Year: 9.36%    
88th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.84%    
81th
3-Year: 4.94%    
97th
5-Year: 1.83%    
86th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2017

PORTFOLIO

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Data on this page as of 06/30/2022.

Underlying data by Value Line