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

EXPENSES

Cost Per $10,000:
3-Year: $145
5-Year: $255
10-Year: $580
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 0.85%    
15th
3-Year: -3.68%    
11th
5-Year: -0.98%    
3th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.83%    
33th
3-Year: -0.79%    
20th
5-Year: -0.64%    
17th
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MANAGEMENT

Fund Manager:
Name: Ballantine
Since: 08/01/1999

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 572-9336

NTF Availability:

E*Trade
TD Ameritrade
Firstrade

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

Underlying data by Value Line