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

EXPENSES

Cost Per $10,000:
3-Year: $300
5-Year: $526
10-Year: $1.2K
Loads and Fees:
Initial: 4.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.87%    
29th
3-Year: 0.52%    
34th
5-Year: 1.34%    
18th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.55%    
75th
3-Year: 1.63%    
79th
5-Year: 0.4%    
70th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2021

PORTFOLIO

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

Underlying data by Value Line