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

EXPENSES

Cost Per $10,000:
3-Year: $223
5-Year: $391
10-Year: $889
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.19%    
6th
3-Year: 0.06%    
24th
5-Year: 1.04%    
12th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.73%    
9th
3-Year: 0.49%    
67th
5-Year: -0.16%    
54th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2024

PORTFOLIO

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

Underlying data by Value Line