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

EXPENSES

Cost Per $10,000:
3-Year: $191
5-Year: $334
10-Year: $761
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.4%    
68th
3-Year: 4.25%    
76th
5-Year: 13.72%    
96th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.39%    
74th
3-Year: -0.2%    
43th
5-Year: 7.3%    
100th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 05/13/2013

PORTFOLIO

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RESOURCES

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 12/31/2024.

Underlying data by Value Line