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

EXPENSES

Cost Per $10,000:
3-Year: $152
5-Year: $266
10-Year: $606
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.95%    
79th
3-Year: 4.57%    
64th
5-Year: 3.3%    
47th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.57%    
71th
3-Year: 0.3%    
75th
5-Year: 0.12%    
71th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 08/01/2006

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 345-2021

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 06/30/2020.

Underlying data by Value Line