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

EXPENSES

Cost Per $10,000:
3-Year: $391
5-Year: $685
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.03%    
11th
3-Year: 5.36%    
80th
5-Year: 8.72%    
60th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.32%    
14th
3-Year: -2.08%    
17th
5-Year: -1.57%    
19th
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MANAGEMENT

Fund Manager:
Name: Welch
Since: 01/01/2006

PORTFOLIO

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RESOURCES

Contact Info:

n/a
888 226-5595

NTF Availability:

TD Ameritrade
Charles Schwab
Firstrade

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

Underlying data by Value Line