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

EXPENSES

Cost Per $10,000:
3-Year: $200
5-Year: $351
10-Year: $799
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 11.42%    
86th
3-Year: 11.34%    
85th
5-Year: 8.51%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.54%    
85th
3-Year: -0.58%    
44th
5-Year: 1.69%    
83th
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MANAGEMENT

Fund Manager:
Name: Polk
Since: 01/01/2019

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 258-3030

NTF Availability:

TD Ameritrade
Firstrade

Data on this page as of 08/31/2023.

Underlying data by Value Line