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

EXPENSES

Cost Per $10,000:
3-Year: $262
5-Year: $458
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 1.71%    
73th
3-Year: 8.3%    
98th
5-Year: 12.59%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.59%    
59th
3-Year: 1.89%    
58th
5-Year: 3.52%    
85th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2022

PORTFOLIO

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

Underlying data by Value Line