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

EXPENSES

Cost Per $10,000:
3-Year: $381
5-Year: $668
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: 7.88%    
5th
3-Year: -12.2%    
1th
5-Year: 0.93%    
7th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.69%    
32th
3-Year: -8.52%    
3th
5-Year: -1.76%    
31th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2017

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 345-6611

NTF Availability:

TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line