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

EXPENSES

Cost Per $10,000:
3-Year: $501
5-Year: $877
10-Year: $2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 29.26%    
66th
3-Year: 0.65%    
23th
5-Year: 8.53%    
53th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.97%    
32th
3-Year: 0.3%    
44th
5-Year: -3.48%    
11th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 07/01/2022

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 820-0888

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

Data on this page as of 04/30/2024.

Underlying data by Value Line