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

EXPENSES

Cost Per $10,000:
3-Year: $304
5-Year: $532
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.34%    
6th
3-Year: 6.72%    
85th
5-Year: 10.01%    
73th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -15.62%    
2th
3-Year: 1.29%    
55th
5-Year: -1.76%    
30th
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MANAGEMENT

Fund Manager:
Name: Schwartz
Since: 01/01/2016

PORTFOLIO

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RESOURCES

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

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

Underlying data by Value Line