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

EXPENSES

Cost Per $10,000:
3-Year: $97
5-Year: $170
10-Year: $387
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.32%    
23th
3-Year: -1.48%    
3th
5-Year: 3.47%    
16th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.2%    
72th
3-Year: -4.29%    
4th
5-Year: -2.4%    
6th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 10/18/2011

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 474-2737

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 02/28/2021.

Underlying data by Value Line