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

EXPENSES

Cost Per $10,000:
3-Year: $68
5-Year: $119
10-Year: $271
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.94%    
4th
3-Year: -6.75%    
5th
5-Year: -1.86%    
3th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.17%    
3th
3-Year: -5.41%    
2th
5-Year: -2.05%    
3th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2019

PORTFOLIO

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

Underlying data by Value Line