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

EXPENSES

Cost Per $10,000:
3-Year: $727
5-Year: $1.3K
10-Year: $2.9K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.35%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.65%    
35th
3-Year: 3.47%    
69th
5-Year: 4.68%    
46th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.87%    
41th
3-Year: 1.14%    
54th
5-Year: 1.01%    
62th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2022

PORTFOLIO

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

Underlying data by Value Line