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

EXPENSES

Cost Per $10,000:
3-Year: $375
5-Year: $657
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.23%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 11.13%    
45th
3-Year: 2.23%    
43th
5-Year: 8.25%    
65th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.11%    
61th
3-Year: 5.93%    
89th
5-Year: 0.42%    
63th
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MANAGEMENT

Fund Manager:
Name: Nicholas
Since: 03/01/2005

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 544-6547

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

Data on this page as of 02/29/2024.

Underlying data by Value Line