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

EXPENSES

Cost Per $10,000:
3-Year: $888
5-Year: $1.6K
10-Year: $3.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.5%    
59th
3-Year: 6.27%    
79th
5-Year: 6.9%    
57th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.33%    
64th
3-Year: 4.06%    
78th
5-Year: 2.42%    
76th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line