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: 32.22%    
96th
3-Year: 7.44%    
77th
5-Year: 15.08%    
93th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.97%    
47th
3-Year: 1.41%    
52th
5-Year: -0.51%    
37th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 03/01/2013

PORTFOLIO

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Data on this page as of 05/31/2024.

Underlying data by Value Line