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

EXPENSES

Cost Per $10,000:
3-Year: $281
5-Year: $492
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.5%    
86th
3-Year: 9.33%    
90th
5-Year: 11.96%    
87th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.67%    
60th
3-Year: 2.65%    
73th
5-Year: 0.9%    
54th
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MANAGEMENT

Fund Manager:
Name: Buckley
Since: 07/01/2014

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 525-3713

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

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

Underlying data by Value Line