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

EXPENSES

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

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -2.84%    
91th
3-Year: 13.89%    
97th
5-Year: 9.35%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.04%    
84th
3-Year: 5.64%    
98th
5-Year: 2.94%    
96th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2021

PORTFOLIO

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Data on this page as of 10/31/2022.

Underlying data by Value Line