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

EXPENSES

Cost Per $10,000:
3-Year: $329
5-Year: $577
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.75%    
59th
3-Year: 3.44%    
63th
5-Year: 7.02%    
50th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.52%    
66th
3-Year: 2.91%    
72th
5-Year: 0.25%    
51th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 07/01/2019

PORTFOLIO

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Data on this page as of 07/31/2024.

Underlying data by Value Line