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

EXPENSES

Cost Per $10,000:
3-Year: $271
5-Year: $475
10-Year: $1.1K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.82%    
44th
3-Year: 3.58%    
82th
5-Year: 10.35%    
84th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -8.22%    
15th
3-Year: 0.6%    
49th
5-Year: -0.3%    
47th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2019

PORTFOLIO

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

Underlying data by Value Line