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

EXPENSES

Cost Per $10,000:
3-Year: $320
5-Year: $560
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: -19.46%    
5th
3-Year: 0.92%    
25th
5-Year: 1.65%    
24th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.53%    
54th
3-Year: -2.13%    
27th
5-Year: -2.49%    
13th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 10/01/2021

PORTFOLIO

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Data on this page as of 04/30/2022.

Underlying data by Value Line