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

EXPENSES

Cost Per $10,000:
3-Year: $226
5-Year: $396
10-Year: $902
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.04%    
49th
3-Year: 5.46%    
86th
5-Year: 9.32%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.61%    
34th
3-Year: 1.89%    
86th
5-Year: 1.46%    
78th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line