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

EXPENSES

Cost Per $10,000:
3-Year: $100
5-Year: $175
10-Year: $400
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.35%    
68th
3-Year: 1.17%    
53th
5-Year: 6.53%    
56th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.3%    
72th
3-Year: -3.25%    
9th
5-Year: -2.24%    
13th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 12/13/2016

PORTFOLIO

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RESOURCES

Contact Info:

n/a
888 290-9881

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line