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

EXPENSES

Cost Per $10,000:
3-Year: $420
5-Year: $736
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: 5.47%    
25th
3-Year: -5.3%    
19th
5-Year: 2.6%    
30th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.42%    
58th
3-Year: 0.95%    
58th
5-Year: 1.07%    
63th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line