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: 35.73%    
54th
3-Year: 11.33%    
57th
5-Year: 10.87%    
53th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -8.29%    
18th
3-Year: -0.81%    
35th
5-Year: -1.32%    
24th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2019

PORTFOLIO

Show Details

RESOURCES

Contact Info:

n/a
800 345-2021

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 06/30/2021.

Underlying data by Value Line