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: -2.79%    
1th
3-Year: -1.24%    
6th
5-Year: 7.2%    
42th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.64%    
46th
3-Year: 1.06%    
59th
5-Year: -0.08%    
41th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2021

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 991-8191

NTF Availability:

E*Trade
Firstrade
Vanguard

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

Underlying data by Value Line