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

EXPENSES

Cost Per $10,000:
3-Year: $304
5-Year: $532
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.22%    
44th
3-Year: 1.45%    
33th
5-Year: 8.44%    
64th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -8.25%    
15th
3-Year: -5.86%    
13th
5-Year: -3.25%    
18th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2018

PORTFOLIO

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

Underlying data by Value Line