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

EXPENSES

Cost Per $10,000:
3-Year: $265
5-Year: $464
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 11.71%    
79th
3-Year: 9.14%    
84th
5-Year: 11.53%    
97th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.36%    
76th
3-Year: 0.53%    
62th
5-Year: 4.16%    
98th
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MANAGEMENT

Fund Manager:
Name: Ahlsten
Since: 05/01/2001

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 999-3505

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 10/31/2023.

Underlying data by Value Line