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

EXPENSES

Cost Per $10,000:
3-Year: $346
5-Year: $606
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.16%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 49.34%    
71th
3-Year: 18.3%    
86th
5-Year: 17.02%    
85th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -25.06%    
2th
3-Year: -3.82%    
33th
5-Year: -4.16%    
20th
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MANAGEMENT

Fund Manager:
Name: Nicholas
Since: 03/01/2005

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 544-6547

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

Data on this page as of 04/30/2021.

Underlying data by Value Line