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: 0.32%    
5th
3-Year: -3.54%    
12th
5-Year: -0.72%    
4th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.45%    
24th
3-Year: -0.96%    
22th
5-Year: -1.25%    
26th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 06/01/2021

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 345-2021

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line