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

EXPENSES

Cost Per $10,000:
3-Year: $384
5-Year: $674
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: 10.66%    
65th
3-Year: 0.15%    
44th
5-Year: 3.33%    
42th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.88%    
80th
3-Year: 0.69%    
50th
5-Year: -0.89%    
26th
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MANAGEMENT

Fund Manager:
Name: Yockey
Since: 12/01/1995

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 344-1770

NTF Availability:

TD Ameritrade
Charles Schwab
Firstrade

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

Underlying data by Value Line