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

EXPENSES

Cost Per $10,000:
3-Year: $268
5-Year: $470
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 0.4%    
94th
3-Year: 8.2%    
79th
5-Year: 7.58%    
74th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.99%    
74th
3-Year: -1.12%    
32th
5-Year: -0.94%    
28th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2019

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 345-2021

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 06/30/2022.

Underlying data by Value Line