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

EXPENSES

Cost Per $10,000:
3-Year: $371
5-Year: $651
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.56%    
67th
3-Year: 7.41%    
88th
5-Year: 8.64%    
76th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.41%    
75th
3-Year: 4.78%    
95th
5-Year: 0.6%    
72th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 06/01/2024

PORTFOLIO

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

Underlying data by Value Line