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

EXPENSES

Cost Per $10,000:
3-Year: $420
5-Year: $736
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.42%    
45th
3-Year: -1.19%    
18th
5-Year: 7.64%    
66th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.31%    
21th
3-Year: -5.34%    
14th
5-Year: -0.9%    
32th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2013

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line