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

EXPENSES

Cost Per $10,000:
3-Year: $349
5-Year: $611
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 28.91%    
98th
3-Year: 8.07%    
93th
5-Year: 16.54%    
97th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 8.09%    
90th
3-Year: 3.32%    
76th
5-Year: 1.8%    
71th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2022

PORTFOLIO

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

Underlying data by Value Line