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

EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.73%    
87th
3-Year: 16.98%    
92th
5-Year: 6.56%    
69th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.55%    
93th
3-Year: 7.3%    
100th
5-Year: 4.36%    
97th
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MANAGEMENT

Fund Manager:
Name: Maris
Since: 01/01/2016

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 525-3713

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

Data on this page as of 04/30/2023.

Underlying data by Value Line