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

EXPENSES

Cost Per $10,000:
3-Year: $814
5-Year: $1.4K
10-Year: $3.2K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.39%    
96th
3-Year: 6.38%    
73th
5-Year: 4.24%    
59th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 9.67%    
82th
3-Year: 3.44%    
77th
5-Year: 2.12%    
71th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 10/31/2022.

Underlying data by Value Line