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

EXPENSES

Cost Per $10,000:
3-Year: $371
5-Year: $651
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 38.67%    
94th
3-Year: 11.92%    
87th
5-Year: 13.87%    
88th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.04%    
27th
3-Year: 3.81%    
81th
5-Year: -2.15%    
18th
Show Details

MANAGEMENT

Fund Manager:
Name: Tuz
Since: 01/01/2011

PORTFOLIO

Show Details

RESOURCES

Contact Info:

n/a
888 861-7556

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line