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

EXPENSES

Cost Per $10,000:
3-Year: $323
5-Year: $566
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.38%    
72th
3-Year: 9.06%    
96th
5-Year: 12.38%    
87th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.58%    
42th
3-Year: 4.78%    
89th
5-Year: 0.7%    
54th
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MANAGEMENT

Fund Manager:
Name: English
Since: 10/01/1997

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 811-5311

NTF Availability:

E*Trade
Charles Schwab
Firstrade

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

Underlying data by Value Line