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

EXPENSES

Cost Per $10,000:
3-Year: $394
5-Year: $691
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.96%    
71th
3-Year: 1.84%    
46th
5-Year: 8.43%    
59th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.53%    
70th
3-Year: 5.67%    
88th
5-Year: 3.63%    
88th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2020

PORTFOLIO

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Data on this page as of 08/31/2024.

Underlying data by Value Line