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

EXPENSES

Cost Per $10,000:
3-Year: $149
5-Year: $260
10-Year: $593
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -2.14%    
32th
3-Year: -3.36%    
8th
5-Year: 0.86%    
13th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.17%    
42th
3-Year: -1.42%    
34th
5-Year: -0.84%    
29th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 06/01/2021

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 345-2021

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line