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

EXPENSES

Cost Per $10,000:
3-Year: $300
5-Year: $526
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: 41.35%    
99th
3-Year: 2.58%    
57th
5-Year: 14.17%    
98th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 10.14%    
68th
3-Year: 0.58%    
42th
5-Year: -0.24%    
47th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 10/01/2018

PORTFOLIO

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

Underlying data by Value Line