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

EXPENSES

Cost Per $10,000:
3-Year: $113
5-Year: $198
10-Year: $451
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 19.98%    
43th
3-Year: 8.05%    
41th
5-Year: 7.19%    
38th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.56%    
22th
3-Year: -5.8%    
9th
5-Year: -8.1%    
5th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 12/20/2011

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 826-2333

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 08/31/2021.

Underlying data by Value Line