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: 5.07%    
52th
3-Year: 2.89%    
46th
5-Year: 6.1%    
74th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.18%    
51th
3-Year: -0.54%    
42th
5-Year: 1.9%    
90th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 10/31/2023.

Underlying data by Value Line