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

EXPENSES

Cost Per $10,000:
3-Year: $317
5-Year: $555
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.8%    
11th
3-Year: 6.36%    
84th
5-Year: 9.31%    
71th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.73%    
19th
3-Year: -0.78%    
36th
5-Year: -0.28%    
46th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2012

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 345-2021

NTF Availability:

TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 03/31/2024.

Underlying data by Value Line