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

EXPENSES

Cost Per $10,000:
3-Year: $155
5-Year: $272
10-Year: $619
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -5.84%    
16th
3-Year: -0.82%    
16th
5-Year: 1.32%    
21th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.37%    
63th
3-Year: 0.59%    
55th
5-Year: -0.2%    
45th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 12/09/2014

PORTFOLIO

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RESOURCES

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 05/31/2020.

Underlying data by Value Line