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

EXPENSES

Cost Per $10,000:
3-Year: $436
5-Year: $764
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 2%
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -12.41%    
2th
3-Year: 5.47%    
40th
5-Year: 3.97%    
38th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 8.61%    
85th
3-Year: 0.85%    
61th
5-Year: 0.67%    
62th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 03/01/2021

PORTFOLIO

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Data on this page as of 05/31/2022.

Underlying data by Value Line