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

EXPENSES

Cost Per $10,000:
3-Year: $116
5-Year: $204
10-Year: $464
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 11.21%    
44th
3-Year: 9.76%    
86th
5-Year: 9.81%    
61th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 10.22%    
97th
3-Year: 10.13%    
100th
5-Year: 1.12%    
55th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 12/20/2011

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 826-2333

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 01/31/2024.

Underlying data by Value Line