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

EXPENSES

Cost Per $10,000:
3-Year: $436
5-Year: $764
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.56%    
50th
3-Year: 1.72%    
53th
5-Year: 5.08%    
53th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.87%    
49th
3-Year: 1.65%    
62th
5-Year: 0.81%    
65th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2010

PORTFOLIO

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

Underlying data by Value Line