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

EXPENSES

Cost Per $10,000:
3-Year: $320
5-Year: $560
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 19.85%    
71th
3-Year: 6.86%    
83th
5-Year: 13.47%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.23%    
80th
3-Year: -1.64%    
20th
5-Year: 2.83%    
93th
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MANAGEMENT

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

PORTFOLIO

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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