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

EXPENSES

Cost Per $10,000:
3-Year: $413
5-Year: $724
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -22.32%    
24th
3-Year: -2.45%    
21th
5-Year: 4.04%    
58th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.17%    
56th
3-Year: 0.62%    
55th
5-Year: 1.89%    
73th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2017

PORTFOLIO

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

Underlying data by Value Line