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: 12.9%    
65th
3-Year: 7.2%    
73th
5-Year: 7.28%    
77th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.05%    
79th
3-Year: 4.59%    
97th
5-Year: 2.25%    
96th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 08/31/2023.

Underlying data by Value Line