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: 19.31%    
46th
3-Year: 8.3%    
93th
5-Year: 12%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.05%    
39th
3-Year: 1.02%    
68th
5-Year: 0.77%    
70th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 03/03/2020

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 222-5852

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 03/31/2024.

Underlying data by Value Line