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: 2.97%    
28th
3-Year: 10.51%    
91th
5-Year: 10.29%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.45%    
53th
3-Year: 0.93%    
70th
5-Year: 1.18%    
74th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line