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: -10.93%    
4th
3-Year: 5.73%    
48th
5-Year: 7.75%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -9.72%    
9th
3-Year: -2.79%    
21th
5-Year: 1.84%    
79th
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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 04/30/2023.

Underlying data by Value Line