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

EXPENSES

Cost Per $10,000:
3-Year: $13
5-Year: $23
10-Year: $52
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.4%    
78th
3-Year: 12.85%    
88th
5-Year: 8.14%    
87th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.1%    
67th
3-Year: 0.16%    
55th
5-Year: 1.33%    
77th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 12/31/1994

PORTFOLIO

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RESOURCES

Contact Info:

n/a
866 499-8473

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line