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

EXPENSES

Cost Per $10,000:
3-Year: $307
5-Year: $538
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.24%    
24th
3-Year: 1.08%    
47th
5-Year: 4.53%    
41th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -9.58%    
16th
3-Year: 1.02%    
55th
5-Year: -0.94%    
25th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2018

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 624-6782

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

Data on this page as of 10/31/2024.

Underlying data by Value Line