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

EXPENSES

Cost Per $10,000:
3-Year: $604
5-Year: $1.1K
10-Year: $2.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0.75%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.26%    
13th
3-Year: 8.5%    
86th
5-Year: 10.89%    
79th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.17%    
23th
3-Year: -0.32%    
47th
5-Year: 0.72%    
68th
Show Details

MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line