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

EXPENSES

Cost Per $10,000:
3-Year: $365
5-Year: $640
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.24%    
65th
3-Year: 12.54%    
57th
5-Year: 2.63%    
19th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.88%    
68th
3-Year: 1.15%    
68th
5-Year: -0.45%    
35th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 08/01/2018

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 422-1050

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line