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

EXPENSES

Cost Per $10,000:
3-Year: $326
5-Year: $572
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -3.35%    
35th
3-Year: 9.02%    
87th
5-Year: 9.58%    
98th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.64%    
58th
3-Year: 3.45%    
85th
5-Year: 4.22%    
95th
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MANAGEMENT

Fund Manager:
Name: Male
Since: 04/01/1998

PORTFOLIO

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RESOURCES

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 04/30/2023.

Underlying data by Value Line