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

EXPENSES

Cost Per $10,000:
3-Year: $384
5-Year: $674
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 35.32%    
80th
3-Year: 11.36%    
62th
5-Year: 9.22%    
48th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.6%    
88th
3-Year: 1.33%    
67th
5-Year: -1.05%    
39th
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MANAGEMENT

Fund Manager:
Name: Oh
Since: 01/01/2007

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 789-2742

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 08/31/2021.

Underlying data by Value Line