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

EXPENSES

Cost Per $10,000:
3-Year: $362
5-Year: $634
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -18.41%    
25th
3-Year: 6.61%    
65th
5-Year: 6.28%    
65th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.84%    
3th
3-Year: 1.78%    
74th
5-Year: 1.3%    
75th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2020

PORTFOLIO

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

Underlying data by Value Line