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

EXPENSES

Cost Per $10,000:
3-Year: $5
5-Year: $8
10-Year: $19
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -10.63%    
85th
3-Year: 10.59%    
94th
5-Year: 11.3%    
95th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.69%    
82th
3-Year: 3.12%    
89th
5-Year: 3.13%    
93th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 06/30/2022.

Underlying data by Value Line