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

EXPENSES

Cost Per $10,000:
3-Year: $675
5-Year: $1.2K
10-Year: $2.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.42%    
30th
3-Year: 1.51%    
54th
5-Year: 4.7%    
41th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.27%    
6th
3-Year: -0.46%    
42th
5-Year: -2.07%    
23th
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