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: 13.14%    
28th
3-Year: 0.48%    
37th
5-Year: 2.67%    
28th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.7%    
4th
3-Year: -2.38%    
10th
5-Year: -4.23%    
5th
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