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

EXPENSES

Cost Per $10,000:
3-Year: $123
5-Year: $215
10-Year: $490
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.94%    
91th
3-Year: 15.3%    
96th
5-Year: 10.06%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.07%    
94th
3-Year: 5.04%    
93th
5-Year: 1.98%    
88th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2017

PORTFOLIO

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Data on this page as of 10/31/2023.

Underlying data by Value Line