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

EXPENSES

Cost Per $10,000:
3-Year: $604
5-Year: $1.1K
10-Year: $2.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -0.63%    
5th
3-Year: -3.41%    
10th
5-Year: -1.84%    
2th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.35%    
6th
3-Year: -2%    
9th
5-Year: -2.5%    
2th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2021

PORTFOLIO

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

Underlying data by Value Line