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

EXPENSES

Cost Per $10,000:
3-Year: $397
5-Year: $696
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 2%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.38%    
34th
3-Year: -8.38%    
3th
5-Year: 9.89%    
75th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.38%    
47th
3-Year: -6.06%    
16th
5-Year: 1.5%    
74th
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MANAGEMENT

Fund Manager:
Name: Malooly
Since: 01/01/2012

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 551-1700

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line