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

EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
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: -9.91%    
75th
3-Year: 8.82%    
84th
5-Year: 7.16%    
79th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.2%    
12th
3-Year: 0.45%    
59th
5-Year: -0.4%    
37th
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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 10/31/2022.

Underlying data by Value Line