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

EXPENSES

Cost Per $10,000:
3-Year: $300
5-Year: $526
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.07%    
25th
3-Year: 5.76%    
76th
5-Year: 7.24%    
57th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.82%    
18th
3-Year: -3.56%    
7th
5-Year: -2.64%    
9th
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MANAGEMENT

Fund Manager:
Name: Toney
Since: 08/01/2003

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 345-2021

NTF Availability:

TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line