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

EXPENSES

Cost Per $10,000:
3-Year: $200
5-Year: $351
10-Year: $799
Loads and Fees:
Initial: 3.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.78%    
17th
3-Year: -1.78%    
18th
5-Year: 0.2%    
10th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.5%    
51th
3-Year: -0.54%    
53th
5-Year: -0.37%    
47th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 03/01/2023

PORTFOLIO

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

Underlying data by Value Line