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

EXPENSES

Cost Per $10,000:
3-Year: $258
5-Year: $453
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 19.36%    
92th
3-Year: 10.6%    
89th
5-Year: 6.58%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.82%    
11th
3-Year: -2.86%    
16th
5-Year: 0.18%    
57th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2015

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 407-0256

NTF Availability:

E*Trade
TD Ameritrade
Firstrade

Data on this page as of 05/31/2020.

Underlying data by Value Line