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

EXPENSES

Cost Per $10,000:
3-Year: $58
5-Year: $102
10-Year: $232
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.84%    
6th
3-Year: 2.54%    
61th
5-Year: 3.96%    
38th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.01%    
33th
3-Year: 2.18%    
74th
5-Year: 1.61%    
73th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2024

PORTFOLIO

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

Underlying data by Value Line