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

EXPENSES

Cost Per $10,000:
3-Year: $236
5-Year: $413
10-Year: $941
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.23%    
3th
3-Year: -8.1%    
4th
5-Year: 1.87%    
28th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -15.32%    
4th
3-Year: -8.71%    
5th
5-Year: -3.09%    
7th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2017

PORTFOLIO

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Data on this page as of 11/30/2024.

Underlying data by Value Line