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

EXPENSES

Cost Per $10,000:
3-Year: $485
5-Year: $849
10-Year: $1.9K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.14%    
91th
3-Year: 7.31%    
82th
5-Year: 4.38%    
65th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -9.05%    
7th
3-Year: -6.15%    
11th
5-Year: -2.04%    
30th
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MANAGEMENT

Fund Manager:
Name: Callahan
Since: 01/01/2018

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 828-4881

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 05/31/2020.

Underlying data by Value Line