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

EXPENSES

Cost Per $10,000:
3-Year: $68
5-Year: $119
10-Year: $271
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 1.21%    
16th
3-Year: -6.77%    
6th
5-Year: 1.26%    
14th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.3%    
9th
3-Year: -4.73%    
1th
5-Year: -0.31%    
43th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2019

PORTFOLIO

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

Underlying data by Value Line