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

EXPENSES

Cost Per $10,000:
3-Year: $759
5-Year: $1.3K
10-Year: $3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.52%    
48th
3-Year: -0.63%    
33th
5-Year: 4.91%    
52th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.17%    
47th
3-Year: -0.53%    
35th
5-Year: 0.67%    
61th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2007

PORTFOLIO

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

Underlying data by Value Line