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

EXPENSES

Cost Per $10,000:
3-Year: $145
5-Year: $255
10-Year: $580
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -11.07%    
59th
3-Year: 3.26%    
45th
5-Year: 3.84%    
48th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.47%    
81th
3-Year: -1.58%    
25th
5-Year: -1.14%    
26th
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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