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

EXPENSES

Cost Per $10,000:
3-Year: $36
5-Year: $62
10-Year: $142
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 22.3%    
98th
3-Year: 7.18%    
84th
5-Year: 4.74%    
54th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.01%    
66th
3-Year: 1%    
51th
5-Year: 0.25%    
53th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 02/26/2016

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 662-7447

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 08/31/2023.

Underlying data by Value Line