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

EXPENSES

Cost Per $10,000:
3-Year: $110
5-Year: $192
10-Year: $438
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.6%    
74th
3-Year: 10.21%    
83th
5-Year: 10.77%    
95th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.89%    
67th
3-Year: 0.25%    
56th
5-Year: 3.04%    
85th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 06/01/2022

PORTFOLIO

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Data on this page as of 08/31/2023.

Underlying data by Value Line