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

EXPENSES

Cost Per $10,000:
3-Year: $323
5-Year: $566
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 30.68%    
99th
3-Year: 6.37%    
65th
5-Year: 12.55%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 18.27%    
N/A
3-Year: 3.32%    
90th
5-Year: 4.97%    
97th
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MANAGEMENT

Fund Manager:
Name: David Herro
Since: Sep-92

PORTFOLIO

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RESOURCES

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 08/31/2017.

Market Data by Xignite