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: 37.88%    
50th
3-Year: -1.67%    
12th
5-Year: 8.48%    
53th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.79%    
63th
3-Year: 1.1%    
52th
5-Year: -0.71%    
43th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2024

PORTFOLIO

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RESOURCES

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

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

Underlying data by Value Line