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

EXPENSES

Cost Per $10,000:
3-Year: $11
5-Year: $20
10-Year: $45
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.7%    
66th
3-Year: 2.84%    
64th
5-Year: 6.19%    
56th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.57%    
76th
3-Year: 3.04%    
74th
5-Year: 1.1%    
70th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line