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

EXPENSES

Cost Per $10,000:
3-Year: $362
5-Year: $634
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 29.52%    
66th
3-Year: 16.51%    
84th
5-Year: 15.38%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -8.06%    
17th
3-Year: 2.78%    
70th
5-Year: 0.6%    
56th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2019

PORTFOLIO

Show Details
Data on this page as of 08/31/2021.

Underlying data by Value Line