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

EXPENSES

Cost Per $10,000:
3-Year: $152
5-Year: $266
10-Year: $606
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -0.76%    
12th
3-Year: -3.64%    
11th
5-Year: -0.78%    
5th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.79%    
22th
3-Year: -0.88%    
29th
5-Year: -1.17%    
28th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 08/01/2022

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 05/31/2024.

Underlying data by Value Line