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

EXPENSES

Cost Per $10,000:
3-Year: $485
5-Year: $849
10-Year: $1.9K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 2%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.05%    
45th
3-Year: -2.72%    
30th
5-Year: 8.02%    
77th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.38%    
12th
3-Year: 1.26%    
53th
5-Year: -0.34%    
35th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2008

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 332-5580

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

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

Underlying data by Value Line