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

EXPENSES

Cost Per $10,000:
3-Year: $307
5-Year: $538
10-Year: $1.2K
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.09%    
97th
3-Year: -2.85%    
18th
5-Year: -3.11%    
5th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.33%    
60th
3-Year: 5.62%    
41th
5-Year: 4.28%    
40th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 04/01/2021

PORTFOLIO

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RESOURCES

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 10/31/2022.

Underlying data by Value Line