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

EXPENSES

Cost Per $10,000:
3-Year: $394
5-Year: $691
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.51%    
56th
3-Year: -3.85%    
84th
5-Year: 3.17%    
68th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.51%    
80th
3-Year: -0.9%    
34th
5-Year: -0.6%    
40th
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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:

TD Ameritrade
Charles Schwab
Firstrade

Data on this page as of 04/30/2024.

Underlying data by Value Line