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: -13.19%    
46th
3-Year: 2.49%    
41th
5-Year: 5.87%    
62th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.27%    
54th
3-Year: 0.66%    
55th
5-Year: 1.61%    
68th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 08/31/2022.

Underlying data by Value Line