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

EXPENSES

Cost Per $10,000:
3-Year: $36
5-Year: $62
10-Year: $142
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 24.22%    
95th
3-Year: 9.65%    
98th
5-Year: 15.33%    
97th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.73%    
52th
3-Year: 6.59%    
99th
5-Year: 2.11%    
75th
Show Details

MANAGEMENT

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

PORTFOLIO

Show Details
Data on this page as of 12/31/2024.

Underlying data by Value Line