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

EXPENSES

Cost Per $10,000:
3-Year: $504
5-Year: $883
10-Year: $2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.19%    
13th
3-Year: -1.61%    
33th
5-Year: 2.3%    
30th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -9.29%    
1th
3-Year: -2.82%    
6th
5-Year: -3.85%    
7th
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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