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: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -9.31%    
69th
3-Year: -1.38%    
13th
5-Year: 1.03%    
25th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.77%    
76th
3-Year: -0.2%    
56th
5-Year: 0.25%    
66th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 08/31/2022.

Underlying data by Value Line