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

EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.43%    
13th
3-Year: 0.12%    
49th
5-Year: 5.51%    
41th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.59%    
10th
3-Year: 0.81%    
52th
5-Year: -1.07%    
25th
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MANAGEMENT

Fund Manager:
Name: Herro
Since: 09/01/1992

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 03/31/2024.

Underlying data by Value Line