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

EXPENSES

Cost Per $10,000:
3-Year: $191
5-Year: $334
10-Year: $761
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.01%    
18th
3-Year: -1.18%    
22th
5-Year: 1.29%    
21th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.36%    
53th
3-Year: 0.17%    
65th
5-Year: 0.72%    
75th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2016

PORTFOLIO

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

Underlying data by Value Line