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

EXPENSES

Cost Per $10,000:
3-Year: $375
5-Year: $657
10-Year: $1.5K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.47%    
42th
3-Year: 5.07%    
93th
5-Year: 9.38%    
79th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.39%    
68th
3-Year: 1.4%    
76th
5-Year: 0.76%    
69th
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MANAGEMENT

Fund Manager:
Name: Bowie
Since: 04/01/2012

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 257-8787

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

Data on this page as of 04/30/2024.

Underlying data by Value Line