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

EXPENSES

Cost Per $10,000:
3-Year: $371
5-Year: $651
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 2%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.38%    
37th
3-Year: -11.66%    
4th
5-Year: 5.24%    
63th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0%    
51th
3-Year: -4.24%    
23th
5-Year: 0.16%    
59th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 08/01/2017

PORTFOLIO

Show Details

RESOURCES

Contact Info:

n/a
800 551-1700

NTF Availability:

TD Ameritrade
Firstrade
Vanguard

Data on this page as of 04/30/2024.

Underlying data by Value Line