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

EXPENSES

Cost Per $10,000:
3-Year: $304
5-Year: $532
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: 14.65%    
8th
3-Year: -3.75%    
8th
5-Year: 6.57%    
47th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.78%    
9th
3-Year: -0.49%    
42th
5-Year: -2.14%    
18th
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MANAGEMENT

Fund Manager:
Name: McBride
Since: 05/01/2010

PORTFOLIO

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RESOURCES

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

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

Underlying data by Value Line