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

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: 59.54%    
84th
3-Year: 16.13%    
82th
5-Year: 17.78%    
87th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -14.86%    
16th
3-Year: -5.99%    
17th
5-Year: -3.4%    
28th
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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 04/30/2021.

Underlying data by Value Line