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

EXPENSES

Cost Per $10,000:
3-Year: $830
5-Year: $1.5K
10-Year: $3.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.04%    
8th
3-Year: -2.61%    
24th
5-Year: 1.26%    
24th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -10.41%    
1th
3-Year: -3.84%    
2th
5-Year: -4.89%    
2th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2019

PORTFOLIO

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

Underlying data by Value Line