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

EXPENSES

Cost Per $10,000:
3-Year: $58
5-Year: $102
10-Year: $232
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.35%    
79th
3-Year: 2.14%    
61th
5-Year: 7.31%    
67th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.29%    
84th
3-Year: 0.84%    
60th
5-Year: 1.63%    
71th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2022

PORTFOLIO

Show Details
Data on this page as of 04/30/2024.

Underlying data by Value Line