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

EXPENSES

Cost Per $10,000:
3-Year: $585
5-Year: $1K
10-Year: $2.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.28%    
29th
3-Year: -0.56%    
31th
5-Year: 1.27%    
20th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.52%    
75th
3-Year: 1.31%    
76th
5-Year: 0.71%    
75th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line