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

EXPENSES

Cost Per $10,000:
3-Year: $210
5-Year: $368
10-Year: $838
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 42.56%    
75th
3-Year: 15.53%    
80th
5-Year: 14.75%    
77th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.24%    
52th
3-Year: 3.74%    
91th
5-Year: 2.77%    
90th
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MANAGEMENT

Fund Manager:
Name: Carpenter
Since: 05/01/2014

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 258-3030

NTF Availability:

TD Ameritrade
Firstrade

Data on this page as of 06/30/2021.

Underlying data by Value Line