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

EXPENSES

Cost Per $10,000:
3-Year: $242
5-Year: $425
10-Year: $967
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 11.97%    
28th
3-Year: 6.18%    
91th
5-Year: 10.45%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.45%    
53th
3-Year: 0.93%    
70th
5-Year: 1.18%    
74th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 07/01/2011

PORTFOLIO

Show Details
Data on this page as of 06/30/2024.

Underlying data by Value Line