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

EXPENSES

Cost Per $10,000:
3-Year: $294
5-Year: $515
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 23.44%    
23th
3-Year: 3.22%    
52th
5-Year: 11.5%    
93th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.04%    
54th
3-Year: -1.23%    
43th
5-Year: -0.37%    
44th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2017

PORTFOLIO

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Data on this page as of 08/31/2023.

Underlying data by Value Line