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

EXPENSES

Cost Per $10,000:
3-Year: $365
5-Year: $640
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.29%    
34th
3-Year: 1.2%    
79th
5-Year: 6.64%    
65th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -8.13%    
20th
3-Year: -0.27%    
40th
5-Year: -2.75%    
20th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2013

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 846-7526

NTF Availability:

TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line