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

EXPENSES

Cost Per $10,000:
3-Year: $203
5-Year: $357
10-Year: $812
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.24%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 28.42%    
95th
3-Year: 6.87%    
82th
5-Year: 14.95%    
94th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.85%    
47th
3-Year: 0.18%    
40th
5-Year: -0.33%    
41th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2010

PORTFOLIO

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

Underlying data by Value Line