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

EXPENSES

Cost Per $10,000:
3-Year: $271
5-Year: $475
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.82%    
20th
3-Year: 9.6%    
85th
5-Year: 9.63%    
72th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.61%    
44th
3-Year: -1%    
31th
5-Year: -0.22%    
46th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2020

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 345-2021

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 01/31/2024.

Underlying data by Value Line