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

EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -11.38%    
81th
3-Year: 8.96%    
93th
5-Year: 7.47%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.45%    
11th
3-Year: 2.62%    
86th
5-Year: 0.47%    
60th
Show Details

MANAGEMENT

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

PORTFOLIO

Show Details

RESOURCES

Contact Info:

n/a
800 344-1770

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

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

Underlying data by Value Line