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

EXPENSES

Cost Per $10,000:
3-Year: $478
5-Year: $838
10-Year: $1.9K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 37.29%    
95th
3-Year: 1.99%    
67th
5-Year: 10.71%    
83th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.16%    
49th
3-Year: -2.5%    
21th
5-Year: -4.4%    
9th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 06/01/2009

PORTFOLIO

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Data on this page as of 10/31/2024.

Underlying data by Value Line