EXPENSES

Cost Per $10,000:
3-Year: $152
5-Year: $266
10-Year: $606
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.61%    
5th
3-Year: -2.77%    
12th
5-Year: -0.7%    
4th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.45%    
24th
3-Year: -0.96%    
22th
5-Year: -1.25%    
26th
Show Details

MANAGEMENT

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

PORTFOLIO

Show Details

RESOURCES

Contact Info:

n/a
800 345-2021

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line