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

EXPENSES

Cost Per $10,000:
3-Year: $29
5-Year: $51
10-Year: $116
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.47%    
53th
3-Year: 1.09%    
41th
5-Year: 5.5%    
46th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.34%    
27th
3-Year: -2.06%    
19th
5-Year: -1.31%    
31th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 06/01/2020

PORTFOLIO

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Data on this page as of 01/31/2024.

Underlying data by Value Line