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

EXPENSES

Cost Per $10,000:
3-Year: $94
5-Year: $164
10-Year: $374
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 38.75%    
95th
3-Year: 9.07%    
90th
5-Year: 18.85%    
98th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.59%    
45th
3-Year: 2.1%    
61th
5-Year: 3.23%    
89th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2016

PORTFOLIO

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Data on this page as of 09/30/2024.

Underlying data by Value Line