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: 25.08%    
85th
3-Year: 5.24%    
97th
5-Year: 10.45%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 8.05%    
96th
3-Year: 3.08%    
92th
5-Year: 3.1%    
95th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2019

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 344-1770

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

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

Underlying data by Value Line