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

EXPENSES

Cost Per $10,000:
3-Year: $16
5-Year: $28
10-Year: $64
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.77%    
27th
3-Year: 6.05%    
42th
5-Year: 4.21%    
20th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.57%    
71th
3-Year: 0.92%    
82th
5-Year: 0.99%    
82th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 08/05/2010

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 435-4000

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 02/28/2021.

Underlying data by Value Line