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

EXPENSES

Cost Per $10,000:
3-Year: $13
5-Year: $23
10-Year: $52
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 24.97%    
91th
3-Year: 8.89%    
95th
5-Year: 14.48%    
94th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.04%    
80th
3-Year: 4.57%    
87th
5-Year: 3.79%    
89th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 08/01/2023

PORTFOLIO

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

Underlying data by Value Line