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

EXPENSES

Cost Per $10,000:
3-Year: $375
5-Year: $657
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: 89.27%    
97th
3-Year: 32.5%    
99th
5-Year: 26.75%    
98th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 14.9%    
88th
3-Year: 10.37%    
94th
5-Year: 5.57%    
87th
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MANAGEMENT

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

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 551-1700

NTF Availability:

TD Ameritrade
Firstrade
Vanguard

Data on this page as of 04/30/2021.

Underlying data by Value Line