EXPENSES

Cost Per $10,000:
3-Year: $355
5-Year: $623
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.1%    
24th
3-Year: -7.66%    
2th
5-Year: 1.05%    
12th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.07%    
67th
3-Year: 4.58%    
72th
5-Year: 0.75%    
54th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2022

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 789-2742

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

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

Underlying data by Value Line