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

EXPENSES

Cost Per $10,000:
3-Year: $249
5-Year: $436
10-Year: $993
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.27%    
40th
3-Year: 2.5%    
47th
5-Year: 5.47%    
43th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.28%    
17th
3-Year: -1.34%    
27th
5-Year: -1.82%    
27th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 04/01/2013

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 345-2021

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

Data on this page as of 11/30/2024.

Underlying data by Value Line