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

EXPENSES

Cost Per $10,000:
3-Year: $210
5-Year: $368
10-Year: $838
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.18%    
14th
3-Year: 4.65%    
15th
5-Year: 3.36%    
18th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.57%    
54th
3-Year: -1.07%    
21th
5-Year: -0.28%    
40th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2016

PORTFOLIO

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Data on this page as of 10/31/2021.

Underlying data by Value Line