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

EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 24.31%    
65th
3-Year: -8.26%    
2th
5-Year: 3.23%    
25th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.32%    
84th
3-Year: -8.12%    
10th
5-Year: -5.44%    
4th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 07/01/2017

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line