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

EXPENSES

Cost Per $10,000:
3-Year: $258
5-Year: $453
10-Year: $1K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 29.58%    
93th
3-Year: 8.23%    
76th
5-Year: 14.13%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -7.14%    
22th
3-Year: 1.01%    
48th
5-Year: -0.76%    
33th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2021

PORTFOLIO

Show Details
Data on this page as of 03/31/2024.

Underlying data by Value Line