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

EXPENSES

Cost Per $10,000:
3-Year: $245
5-Year: $430
10-Year: $980
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.08%    
20th
3-Year: 0.49%    
36th
5-Year: 0.88%    
13th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.77%    
27th
3-Year: -0.56%    
27th
5-Year: -0.75%    
16th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 10/01/2022

PORTFOLIO

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RESOURCES

Contact Info:

n/a
866 746-2602

NTF Availability:

TD Ameritrade
Firstrade

Data on this page as of 08/31/2024.

Underlying data by Value Line