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

EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
10-Year: $1.4K
Loads and Fees:
Initial: 3.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.01%    
32th
3-Year: 0.54%    
38th
5-Year: 2.35%    
25th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.29%    
81th
3-Year: 2.06%    
82th
5-Year: 1.47%    
84th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2021

PORTFOLIO

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Data on this page as of 10/31/2024.

Underlying data by Value Line