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: 25.64%    
65th
3-Year: 2.62%    
58th
5-Year: 8.12%    
63th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.31%    
53th
3-Year: 0.04%    
50th
5-Year: 1.12%    
61th
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