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

EXPENSES

Cost Per $10,000:
3-Year: $278
5-Year: $487
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.72%    
53th
3-Year: 3.57%    
63th
5-Year: 7.98%    
64th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.13%    
37th
3-Year: 0.63%    
61th
5-Year: 1.18%    
62th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 08/01/2022

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 625-6275

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 12/31/2024.

Underlying data by Value Line