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

EXPENSES

Cost Per $10,000:
3-Year: $271
5-Year: $475
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -4.98%    
73th
3-Year: 10.87%    
71th
5-Year: 7.94%    
65th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.77%    
81th
3-Year: 3.06%    
88th
5-Year: 1.53%    
74th
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MANAGEMENT

Fund Manager:
Name: McGregor
Since: 11/01/1995

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 625-6275

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 05/31/2022.

Underlying data by Value Line