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

EXPENSES

Cost Per $10,000:
3-Year: $565
5-Year: $991
10-Year: $2.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.1%    
41th
3-Year: 2.43%    
53th
5-Year: 3.11%    
32th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.01%    
19th
3-Year: -0.55%    
46th
5-Year: -0.39%    
35th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 06/01/2019

PORTFOLIO

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

Underlying data by Value Line