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

EXPENSES

Cost Per $10,000:
3-Year: $258
5-Year: $453
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.2%    
17th
3-Year: 9.69%    
91th
5-Year: 11.17%    
84th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.09%    
31th
3-Year: 0.86%    
69th
5-Year: 1.91%    
84th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line