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

EXPENSES

Cost Per $10,000:
3-Year: $436
5-Year: $764
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 19.07%    
62th
3-Year: 1.8%    
54th
5-Year: 8.06%    
52th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.05%    
71th
3-Year: 1.51%    
58th
5-Year: 0.64%    
60th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2010

PORTFOLIO

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Data on this page as of 05/31/2024.

Underlying data by Value Line