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

EXPENSES

Cost Per $10,000:
3-Year: $494
5-Year: $866
10-Year: $2K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.17%    
64th
3-Year: 2.09%    
45th
5-Year: 6.06%    
47th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.66%    
81th
3-Year: -0.84%    
40th
5-Year: 0.43%    
61th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 07/01/2023

PORTFOLIO

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Data on this page as of 11/30/2024.

Underlying data by Value Line