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

EXPENSES

Cost Per $10,000:
3-Year: $423
5-Year: $741
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.03%    
24th
3-Year: -2.63%    
9th
5-Year: 7.45%    
60th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.54%    
19th
3-Year: -5.62%    
13th
5-Year: 1.77%    
81th
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MANAGEMENT

Fund Manager:
Name: Kanovich
Since: 10/01/2018

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 344-1770

NTF Availability:

TD Ameritrade
Charles Schwab
Firstrade

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

Underlying data by Value Line