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

EXPENSES

Cost Per $10,000:
3-Year: $979
5-Year: $1.7K
10-Year: $3.9K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.37%    
35th
3-Year: 3.67%    
79th
5-Year: 5.66%    
52th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.99%    
40th
3-Year: 2.87%    
66th
5-Year: 1.93%    
69th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2020

PORTFOLIO

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

Underlying data by Value Line