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

EXPENSES

Cost Per $10,000:
3-Year: $430
5-Year: $753
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.9%    
63th
3-Year: 2.06%    
45th
5-Year: 4.04%    
23th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.93%    
86th
3-Year: 7.71%    
88th
5-Year: -0.31%    
60th
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MANAGEMENT

Fund Manager:
Name: Donald
Since: 11/01/2001

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 823-6300

NTF Availability:

TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line