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

EXPENSES

Cost Per $10,000:
3-Year: $281
5-Year: $492
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 0.37%    
7th
3-Year: -2.43%    
15th
5-Year: -0.84%    
4th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.39%    
13th
3-Year: -1.04%    
37th
5-Year: -1.53%    
8th
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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