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

EXPENSES

Cost Per $10,000:
3-Year: $559
5-Year: $979
10-Year: $2.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.83%    
18th
3-Year: 2.91%    
63th
5-Year: 7.3%    
61th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.66%    
48th
3-Year: 5.2%    
63th
5-Year: 15.57%    
82th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2024

PORTFOLIO

Show Details
Data on this page as of 12/31/2024.

Underlying data by Value Line