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

EXPENSES

Cost Per $10,000:
3-Year: $323
5-Year: $566
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 26.51%    
84th
3-Year: 14.11%    
98th
5-Year: 13.91%    
91th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.98%    
54th
3-Year: 8%    
100th
5-Year: 1.99%    
68th
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MANAGEMENT

Fund Manager:
Name: English
Since: 10/01/1997

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 811-5311

NTF Availability:

E*Trade
Charles Schwab
Firstrade

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

Underlying data by Value Line