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

EXPENSES

Cost Per $10,000:
3-Year: $213
5-Year: $374
10-Year: $851
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 23.33%    
81th
3-Year: 5.37%    
70th
5-Year: 12.86%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -17.15%    
4th
3-Year: -0.15%    
35th
5-Year: -4.03%    
8th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2004

PORTFOLIO

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

Underlying data by Value Line