EXPENSES

Cost Per $10,000:
3-Year: $294
5-Year: $515
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: 15.17%    
32th
3-Year: -2.13%    
17th
5-Year: 6.49%    
52th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.69%    
41th
3-Year: 2.03%    
61th
5-Year: -1.38%    
31th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2023

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 525-3713

NTF Availability:

TD Ameritrade
Charles Schwab
Firstrade

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

Underlying data by Value Line