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

EXPENSES

Cost Per $10,000:
3-Year: $329
5-Year: $577
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: 4.68%    
45th
3-Year: -0.82%    
37th
5-Year: 2.53%    
32th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.57%    
14th
3-Year: -2.65%    
12th
5-Year: -3.45%    
7th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2023

PORTFOLIO

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

Underlying data by Value Line