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: 5.1%    
34th
3-Year: 3.3%    
57th
5-Year: 5.09%    
43th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.52%    
44th
3-Year: 0%    
47th
5-Year: 0.37%    
60th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line