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

EXPENSES

Cost Per $10,000:
3-Year: $326
5-Year: $572
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.13%    
52th
3-Year: -3.06%    
8th
5-Year: 2.81%    
20th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.01%    
82th
3-Year: 1.53%    
68th
5-Year: -0.58%    
55th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line