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

EXPENSES

Cost Per $10,000:
3-Year: $155
5-Year: $272
10-Year: $619
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.78%    
93th
3-Year: 9.39%    
92th
5-Year: 1.24%    
31th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.98%    
46th
3-Year: 4.36%    
77th
5-Year: -0.9%    
55th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 01/01/2008

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 474-2737

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 01/31/2024.

Underlying data by Value Line