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

EXPENSES

Cost Per $10,000:
3-Year: $433
5-Year: $758
10-Year: $1.7K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.26%    
34th
3-Year: 2.28%    
60th
5-Year: 5.48%    
47th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.47%    
9th
3-Year: 0.33%    
55th
5-Year: -1.28%    
34th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2011

PORTFOLIO

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

Underlying data by Value Line