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

EXPENSES

Cost Per $10,000:
3-Year: $368
5-Year: $645
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: -7.05%    
14th
3-Year: -1.47%    
14th
5-Year: 0.14%    
13th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.16%    
54th
3-Year: -0.06%    
43th
5-Year: -1.38%    
28th
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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 05/31/2020.

Underlying data by Value Line