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

EXPENSES

Cost Per $10,000:
3-Year: $342
5-Year: $600
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: -15.93%    
81th
3-Year: 8.48%    
94th
5-Year: 5.06%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.35%    
30th
3-Year: 2.48%    
87th
5-Year: 0.27%    
56th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2019

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 344-1770

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

Data on this page as of 02/28/2023.

Underlying data by Value Line