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

EXPENSES

Cost Per $10,000:
3-Year: $359
5-Year: $628
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.06%    
48th
3-Year: 1.87%    
48th
5-Year: 5.4%    
41th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.87%    
30th
3-Year: -1.16%    
31th
5-Year: -2.15%    
22th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 10/01/2021

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 991-8191

NTF Availability:

TD Ameritrade
Firstrade
Vanguard

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

Underlying data by Value Line