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

EXPENSES

Cost Per $10,000:
3-Year: $32
5-Year: $57
10-Year: $129
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.65%    
31th
3-Year: 9.5%    
49th
5-Year: 7.25%    
38th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.78%    
28th
3-Year: 0.24%    
45th
5-Year: -0.09%    
39th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 08/31/2015

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 06/30/2021.

Underlying data by Value Line