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

EXPENSES

Cost Per $10,000:
3-Year: $391
5-Year: $685
10-Year: $1.6K
Loads and Fees:
Initial: 5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.24%    
14th
3-Year: 19.09%    
79th
5-Year: 10.41%    
32th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -15.07%    
30th
3-Year: -1.59%    
42th
5-Year: -1.08%    
42th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 03/01/2021

PORTFOLIO

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Data on this page as of 05/31/2021.

Underlying data by Value Line