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

EXPENSES

Cost Per $10,000:
3-Year: $349
5-Year: $611
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 26.46%    
67th
3-Year: 4.91%    
59th
5-Year: 7.78%    
48th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.44%    
82th
3-Year: 2.51%    
71th
5-Year: -0.01%    
44th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 09/30/2024.

Underlying data by Value Line