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

EXPENSES

Cost Per $10,000:
3-Year: $281
5-Year: $492
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.95%    
20th
3-Year: -2.72%    
13th
5-Year: -0.41%    
5th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.54%    
21th
3-Year: -1.21%    
32th
5-Year: -1.49%    
7th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2021

PORTFOLIO

Show Details
Data on this page as of 07/31/2024.

Underlying data by Value Line