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

EXPENSES

Cost Per $10,000:
3-Year: $236
5-Year: $413
10-Year: $941
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.53%    
58th
3-Year: 1.97%    
47th
5-Year: 2.17%    
23th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.83%    
99th
3-Year: 1.87%    
98th
5-Year: 0.44%    
74th
Show Details

MANAGEMENT

Fund Manager:
Name: Evans
Since: 02/01/2009

PORTFOLIO

Show Details

RESOURCES

Contact Info:

n/a
800 999-0887

NTF Availability:

E*Trade
TD Ameritrade
Firstrade

Data on this page as of 03/31/2024.

Underlying data by Value Line