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

EXPENSES

Cost Per $10,000:
3-Year: $291
5-Year: $509
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.97%    
76th
3-Year: 10.6%    
89th
5-Year: 10.74%    
93th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.16%    
63th
3-Year: 6.09%    
95th
5-Year: 5.4%    
99th
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MANAGEMENT

Fund Manager:
Name: Hayner
Since: 05/01/2012

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 877-6089

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 05/31/2020.

Underlying data by Value Line