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

EXPENSES

Cost Per $10,000:
3-Year: $365
5-Year: $640
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -11.7%    
13th
3-Year: 8.06%    
68th
5-Year: -2.6%    
4th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.96%    
14th
3-Year: 2.63%    
87th
5-Year: -3.54%    
5th
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MANAGEMENT

Fund Manager:
Name: Oh
Since: 01/01/2007

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 789-2742

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line