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

EXPENSES

Cost Per $10,000:
3-Year: $297
5-Year: $521
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.71%    
77th
3-Year: 5.01%    
71th
5-Year: 11.33%    
83th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -12.92%    
8th
3-Year: -1.91%    
23th
5-Year: -4.34%    
10th
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MANAGEMENT

Fund Manager:
Name: Gaglio
Since: 07/01/2019

PORTFOLIO

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RESOURCES

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

Data on this page as of 08/31/2024.

Underlying data by Value Line