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

EXPENSES

Cost Per $10,000:
3-Year: $365
5-Year: $640
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.16%    
9th
3-Year: 3.5%    
65th
5-Year: 7.02%    
59th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.55%    
6th
3-Year: -5.03%    
4th
5-Year: -1.78%    
16th
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MANAGEMENT

Fund Manager:
Name: Rogers
Since: 09/01/2002

PORTFOLIO

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RESOURCES

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 02/29/2024.

Underlying data by Value Line