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

EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.44%    
16th
3-Year: 5.6%    
90th
5-Year: 9.91%    
83th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.35%    
30th
3-Year: 0.59%    
63th
5-Year: 1.63%    
80th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2019

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line