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

EXPENSES

Cost Per $10,000:
3-Year: $381
5-Year: $668
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.72%    
42th
3-Year: -8.02%    
1th
5-Year: -0.93%    
21th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.36%    
31th
3-Year: -7.99%    
4th
5-Year: -2.33%    
23th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2017

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 345-6611

NTF Availability:

TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line