EXPENSES

Cost Per $10,000:
3-Year: $401
5-Year: $702
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 34.47%    
69th
3-Year: 21.88%    
94th
5-Year: 20.87%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.98%    
70th
3-Year: 0.2%    
55th
5-Year: -1.82%    
31th
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MANAGEMENT

Fund Manager:
Name: Page
Since: 05/01/2010

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 915-6565

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 08/31/2021.

Underlying data by Value Line