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: 36.41%    
95th
3-Year: 5.46%    
55th
5-Year: 11.12%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.01%    
36th
3-Year: -2.38%    
20th
5-Year: -2.89%    
13th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line