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

EXPENSES

Cost Per $10,000:
3-Year: $249
5-Year: $436
10-Year: $993
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.63%    
67th
3-Year: 12.82%    
60th
5-Year: 2.94%    
24th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.22%    
71th
3-Year: 1.54%    
74th
5-Year: -0.08%    
43th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 08/01/2018

PORTFOLIO

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Data on this page as of 04/30/2023.

Underlying data by Value Line