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

EXPENSES

Cost Per $10,000:
3-Year: $478
5-Year: $838
10-Year: $1.9K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.68%    
61th
3-Year: 0.97%    
53th
5-Year: 7.16%    
59th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.28%    
96th
3-Year: 4.9%    
98th
5-Year: 5.76%    
100th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line