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

EXPENSES

Cost Per $10,000:
3-Year: $307
5-Year: $538
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.94%    
62th
3-Year: 0.63%    
53th
5-Year: 6.31%    
49th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.88%    
69th
3-Year: 1.39%    
57th
5-Year: 0.16%    
49th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2018

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 624-6782

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

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

Underlying data by Value Line