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

EXPENSES

Cost Per $10,000:
3-Year: $162
5-Year: $283
10-Year: $645
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 23.03%    
87th
3-Year: 10.69%    
98th
5-Year: 13.48%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 13.15%    
99th
3-Year: 4.94%    
97th
5-Year: 3.38%    
93th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 12/31/2018

PORTFOLIO

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RESOURCES

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line