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: 6.97%    
56th
3-Year: 1.6%    
47th
5-Year: 2.89%    
33th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.59%    
15th
3-Year: -0.46%    
43th
5-Year: -0.31%    
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 04/30/2024.

Underlying data by Value Line