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

EXPENSES

Cost Per $10,000:
3-Year: $320
5-Year: $560
10-Year: $1.3K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 22.49%    
86th
3-Year: 9.62%    
93th
5-Year: 12.34%    
85th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.27%    
93th
3-Year: 2.43%    
90th
5-Year: 1.43%    
77th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2014

PORTFOLIO

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

Underlying data by Value Line