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

EXPENSES

Cost Per $10,000:
3-Year: $326
5-Year: $572
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.25%    
72th
3-Year: 2.06%    
47th
5-Year: 8.64%    
61th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.74%    
71th
3-Year: 5.86%    
88th
5-Year: 3.83%    
89th
Show Details

MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line