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

EXPENSES

Cost Per $10,000:
3-Year: $23
5-Year: $40
10-Year: $90
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.03%    
56th
3-Year: 4.86%    
76th
5-Year: 8.76%    
69th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.3%    
49th
3-Year: -0.28%    
42th
5-Year: -0.38%    
50th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 02/17/2023

PORTFOLIO

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RESOURCES

Contact Info:

n/a
866 499-8473

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line