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

EXPENSES

Cost Per $10,000:
3-Year: $614
5-Year: $1.1K
10-Year: $2.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 30.66%    
96th
3-Year: 7.59%    
88th
5-Year: 15.08%    
94th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.84%    
59th
3-Year: 1.6%    
55th
5-Year: -0.34%    
40th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 10/01/2024

PORTFOLIO

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

Underlying data by Value Line