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

EXPENSES

Cost Per $10,000:
3-Year: $162
5-Year: $283
10-Year: $645
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.12%    
70th
3-Year: 9.24%    
91th
5-Year: 13.49%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.85%    
77th
3-Year: 3.57%    
94th
5-Year: 4.01%    
96th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 12/31/2018

PORTFOLIO

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RESOURCES

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line