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

EXPENSES

Cost Per $10,000:
3-Year: $365
5-Year: $640
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.33%    
18th
3-Year: 2.51%    
63th
5-Year: 7.21%    
61th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -9.01%    
11th
3-Year: 1.14%    
48th
5-Year: -1.54%    
22th
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MANAGEMENT

Fund Manager:
Name: McGregor
Since: 10/01/2003

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 625-6275

NTF Availability:

TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line