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

EXPENSES

Cost Per $10,000:
3-Year: $265
5-Year: $464
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.31%    
85th
3-Year: 8.72%    
88th
5-Year: 12%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.98%    
57th
3-Year: 2.05%    
65th
5-Year: 1.83%    
66th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2007

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 992-4144

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line