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

EXPENSES

Cost Per $10,000:
3-Year: $278
5-Year: $487
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: 56.24%    
67th
3-Year: 19.3%    
92th
5-Year: 16.27%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -12.15%    
32th
3-Year: 5.7%    
99th
5-Year: 2.2%    
86th
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MANAGEMENT

Fund Manager:
Name: Ahlsten
Since: 05/01/2001

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 999-3505

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 03/31/2021.

Underlying data by Value Line