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

EXPENSES

Cost Per $10,000:
3-Year: $352
5-Year: $617
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: 16.04%    
74th
3-Year: 9.17%    
86th
5-Year: 12.1%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.6%    
44th
3-Year: 1.6%    
59th
5-Year: 1.41%    
60th
Show Details

MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line