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

EXPENSES

Cost Per $10,000:
3-Year: $404
5-Year: $708
10-Year: $1.6K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 35.48%    
91th
3-Year: -0.08%    
4th
5-Year: 14.45%    
83th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.37%    
26th
3-Year: -14.63%    
3th
5-Year: -4.34%    
10th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 08/01/2015

PORTFOLIO

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

Underlying data by Value Line