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

EXPENSES

Cost Per $10,000:
3-Year: $336
5-Year: $589
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: 13.04%    
16th
3-Year: 5.65%    
66th
5-Year: 10.62%    
75th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.91%    
13th
3-Year: 3.3%    
77th
5-Year: 3.6%    
95th
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MANAGEMENT

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

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