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

EXPENSES

Cost Per $10,000:
3-Year: $601
5-Year: $1.1K
10-Year: $2.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 50.02%    
94th
3-Year: 5.97%    
52th
5-Year: 16.38%    
97th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 12.95%    
100th
3-Year: 4.13%    
79th
5-Year: 5.93%    
99th
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MANAGEMENT

Fund Manager:
Name: Retzler
Since: 01/01/2009

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 625-7071

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 04/30/2024.

Underlying data by Value Line