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

EXPENSES

Cost Per $10,000:
3-Year: $352
5-Year: $617
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: -9.83%    
1th
3-Year: -11.14%    
2th
5-Year: -1.13%    
2th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.93%    
62th
3-Year: 4.1%    
74th
5-Year: -0.35%    
43th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2021

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 03/31/2024.

Underlying data by Value Line