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

EXPENSES

Cost Per $10,000:
3-Year: $365
5-Year: $640
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.06%    
46th
3-Year: 2.45%    
55th
5-Year: 7.19%    
57th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -7.82%    
17th
3-Year: -3.37%    
24th
5-Year: -4.26%    
10th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2013

PORTFOLIO

Show Details

RESOURCES

Contact Info:

n/a
800 846-7526

NTF Availability:

TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line