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: -8.33%    
38th
3-Year: 8.35%    
69th
5-Year: 6.35%    
71th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.68%    
39th
3-Year: 2.46%    
88th
5-Year: 1.89%    
93th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2018

PORTFOLIO

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Data on this page as of 02/28/2023.

Underlying data by Value Line