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

EXPENSES

Cost Per $10,000:
3-Year: $352
5-Year: $617
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 55.18%    
90th
3-Year: 13.8%    
73th
5-Year: 13.88%    
73th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 12.34%    
92th
3-Year: 2.01%    
80th
5-Year: 1.89%    
83th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 10/01/2017

PORTFOLIO

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RESOURCES

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

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

Underlying data by Value Line