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

EXPENSES

Cost Per $10,000:
3-Year: $304
5-Year: $532
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.92%    
73th
3-Year: 4.61%    
79th
5-Year: 8.15%    
73th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.5%    
70th
3-Year: 3.09%    
96th
5-Year: 2.43%    
81th
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MANAGEMENT

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

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 662-4203

NTF Availability:

E*Trade
Charles Schwab
Firstrade

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

Underlying data by Value Line