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

EXPENSES

Cost Per $10,000:
3-Year: $239
5-Year: $419
10-Year: $954
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.48%    
17th
3-Year: -3.05%    
15th
5-Year: -0.24%    
4th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.07%    
11th
3-Year: -0.91%    
44th
5-Year: -1.58%    
6th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 07/01/2020

PORTFOLIO

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

Underlying data by Value Line