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: 17.6%    
55th
3-Year: 1.99%    
58th
5-Year: 8.19%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.17%    
60th
3-Year: 2.13%    
65th
5-Year: 1.02%    
68th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 05/31/2024.

Underlying data by Value Line