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

EXPENSES

Cost Per $10,000:
3-Year: $48
5-Year: $85
10-Year: $193
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 58.03%    
92th
3-Year: 12.28%    
65th
5-Year: 14.24%    
75th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.63%    
71th
3-Year: 1.59%    
72th
5-Year: 2.6%    
92th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 03/21/2016

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 787-1621

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 06/30/2021.

Underlying data by Value Line