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

EXPENSES

Cost Per $10,000:
3-Year: $368
5-Year: $645
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.11%    
52th
3-Year: -4.05%    
3th
5-Year: 6.34%    
43th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.62%    
43th
3-Year: -6.14%    
9th
5-Year: -3.51%    
11th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2024

PORTFOLIO

Show Details
Data on this page as of 12/31/2024.

Underlying data by Value Line