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

EXPENSES

Cost Per $10,000:
3-Year: $26
5-Year: $45
10-Year: $103
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.33%    
53th
3-Year: 0.29%    
37th
5-Year: 3.96%    
37th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.41%    
26th
3-Year: -2.54%    
13th
5-Year: -2.65%    
14th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2023

PORTFOLIO

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Data on this page as of 01/31/2024.

Underlying data by Value Line