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: -10.46%    
9th
3-Year: -0.89%    
12th
5-Year: 1.62%    
14th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.79%    
52th
3-Year: 0.02%    
49th
5-Year: -1.24%    
27th
Show Details

MANAGEMENT

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

PORTFOLIO

Show Details

RESOURCES

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 07/31/2020.

Underlying data by Value Line