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

EXPENSES

Cost Per $10,000:
3-Year: $103
5-Year: $181
10-Year: $412
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.25%    
68th
3-Year: 6.48%    
89th
5-Year: 9.68%    
80th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.67%    
45th
3-Year: 1.19%    
72th
5-Year: 0.27%    
56th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2008

PORTFOLIO

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

Underlying data by Value Line