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: 40.21%    
74th
3-Year: 19.73%    
83th
5-Year: 16.7%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.76%    
25th
3-Year: 1.94%    
67th
5-Year: 1.06%    
62th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 10/31/2021.

Underlying data by Value Line