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

EXPENSES

Cost Per $10,000:
3-Year: $145
5-Year: $255
10-Year: $580
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 11.42%    
53th
3-Year: 1.64%    
51th
5-Year: 1.17%    
22th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.86%    
42th
3-Year: -3.42%    
8th
5-Year: -7.53%    
0th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 03/01/2018

PORTFOLIO

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RESOURCES

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line