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

EXPENSES

Cost Per $10,000:
3-Year: $181
5-Year: $317
10-Year: $722
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.51%    
66th
3-Year: 2.22%    
56th
5-Year: 6.83%    
60th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.52%    
55th
3-Year: -0.17%    
47th
5-Year: 0.6%    
55th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2020

PORTFOLIO

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

Underlying data by Value Line