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

EXPENSES

Cost Per $10,000:
3-Year: $262
5-Year: $458
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 27.62%    
75th
3-Year: 13.04%    
97th
5-Year: 11.24%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.17%    
96th
3-Year: 3.29%    
92th
5-Year: 0.57%    
66th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 03/01/2021

PORTFOLIO

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

Underlying data by Value Line