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

EXPENSES

Cost Per $10,000:
3-Year: $304
5-Year: $532
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: 12.71%    
65th
3-Year: 8.68%    
78th
5-Year: 10.73%    
70th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.34%    
34th
3-Year: -0.31%    
44th
5-Year: -2.33%    
27th
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MANAGEMENT

Fund Manager:
Name: Schwartz
Since: 01/01/2016

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