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

EXPENSES

Cost Per $10,000:
3-Year: $97
5-Year: $170
10-Year: $387
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 0.41%    
94th
3-Year: 16.58%    
97th
5-Year: 9.51%    
93th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.04%    
90th
3-Year: 4.46%    
95th
5-Year: 2.27%    
94th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 02/28/2023.

Underlying data by Value Line