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

EXPENSES

Cost Per $10,000:
3-Year: $342
5-Year: $600
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.38%    
39th
3-Year: 9.96%    
53th
5-Year: 9.73%    
51th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6%    
66th
3-Year: -2.53%    
38th
5-Year: -2.59%    
33th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2019

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