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

EXPENSES

Cost Per $10,000:
3-Year: $362
5-Year: $634
10-Year: $1.4K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.36%    
15th
3-Year: 5.52%    
90th
5-Year: 9.83%    
83th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.42%    
29th
3-Year: 0.5%    
62th
5-Year: 1.55%    
79th
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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