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: 14%    
62th
3-Year: 7.59%    
90th
5-Year: 9.98%    
80th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.51%    
66th
3-Year: 0.04%    
52th
5-Year: 0.43%    
60th
Show Details

MANAGEMENT

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

PORTFOLIO

Show Details
Data on this page as of 06/30/2024.

Underlying data by Value Line