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

EXPENSES

Cost Per $10,000:
3-Year: $459
5-Year: $804
10-Year: $1.8K
Loads and Fees:
Initial: 4.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.13%    
51th
3-Year: 6.01%    
76th
5-Year: 4.26%    
35th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.48%    
67th
3-Year: 2.5%    
85th
5-Year: 0.22%    
60th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 10/01/2021

PORTFOLIO

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

Underlying data by Value Line