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: 7.38%    
19th
3-Year: 4.16%    
58th
5-Year: 3.29%    
59th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.07%    
48th
3-Year: 0.33%    
53th
5-Year: -1.35%    
30th
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MANAGEMENT

Fund Manager:
Name: Coleman
Since: 05/01/2013

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 08/31/2023.

Underlying data by Value Line