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

EXPENSES

Cost Per $10,000:
3-Year: $136
5-Year: $238
10-Year: $541
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 11.41%    
11th
3-Year: -7.32%    
4th
5-Year: 8.59%    
65th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -7.73%    
8th
3-Year: -11.11%    
3th
5-Year: 2.41%    
89th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2020

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line