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

EXPENSES

Cost Per $10,000:
3-Year: $39
5-Year: $68
10-Year: $155
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 28.79%    
73th
3-Year: 3.61%    
67th
5-Year: 9.4%    
73th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.51%    
70th
3-Year: 1.1%    
69th
5-Year: 2.36%    
80th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 06/01/2018

PORTFOLIO

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Data on this page as of 10/31/2024.

Underlying data by Value Line