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

EXPENSES

Cost Per $10,000:
3-Year: $307
5-Year: $538
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.45%    
55th
3-Year: 4.34%    
85th
5-Year: 9.56%    
77th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.31%    
80th
3-Year: -0.6%    
41th
5-Year: 0.48%    
65th
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MANAGEMENT

Fund Manager:
Name: Jaffee
Since: 06/01/2011

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 386-3829

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line