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

EXPENSES

Cost Per $10,000:
3-Year: $213
5-Year: $374
10-Year: $851
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 27.84%    
46th
3-Year: 4.62%    
64th
5-Year: 5.17%    
31th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.53%    
78th
3-Year: -1.29%    
26th
5-Year: -2%    
15th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 08/01/2023

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 345-2021

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 08/31/2024.

Underlying data by Value Line