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

EXPENSES

Cost Per $10,000:
3-Year: $26
5-Year: $45
10-Year: $103
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.64%    
37th
3-Year: 0.73%    
42th
5-Year: 3.69%    
35th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.88%    
12th
3-Year: -1.84%    
18th
5-Year: -3.09%    
13th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2023

PORTFOLIO

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Data on this page as of 10/31/2024.

Underlying data by Value Line