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: 27.46%    
77th
3-Year: 7.22%    
93th
5-Year: 13.2%    
87th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.85%    
88th
3-Year: 0.84%    
65th
5-Year: 2.14%    
86th
Show Details

MANAGEMENT

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

PORTFOLIO

Show Details

RESOURCES

Contact Info:

n/a
800 258-3030

NTF Availability:

TD Ameritrade
Firstrade

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

Underlying data by Value Line