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

EXPENSES

Cost Per $10,000:
3-Year: $329
5-Year: $577
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 23.35%    
83th
3-Year: 10.42%    
84th
5-Year: 12.03%    
88th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.95%    
53th
3-Year: 1.11%    
52th
5-Year: 1.17%    
58th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2020

PORTFOLIO

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RESOURCES

Contact Info:

n/a
888 732-6262

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

Data on this page as of 02/29/2024.

Underlying data by Value Line