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

EXPENSES

Cost Per $10,000:
3-Year: $26
5-Year: $45
10-Year: $103
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 25.69%    
65th
3-Year: 2.68%    
58th
5-Year: 8.17%    
64th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.41%    
54th
3-Year: 0.1%    
52th
5-Year: 1.18%    
62th
Show Details

MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line