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

EXPENSES

Cost Per $10,000:
3-Year: $61
5-Year: $108
10-Year: $245
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.11%    
88th
3-Year: -0.28%    
81th
5-Year: -0.43%    
5th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.01%    
86th
3-Year: 1.88%    
55th
5-Year: -1.43%    
48th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 11/03/2017

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 342-5236

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 05/31/2024.

Underlying data by Value Line