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

EXPENSES

Cost Per $10,000:
3-Year: $433
5-Year: $758
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.35%    
78th
3-Year: 3.61%    
56th
5-Year: 3.12%    
41th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.42%    
78th
3-Year: 6.92%    
91th
5-Year: 0.9%    
68th
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MANAGEMENT

Fund Manager:
Name: Donald
Since: 11/01/2001

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 823-6300

NTF Availability:

TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line