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

EXPENSES

Cost Per $10,000:
3-Year: $258
5-Year: $453
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -17.25%    
13th
3-Year: -3.07%    
1th
5-Year: -1.41%    
2th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.04%    
8th
3-Year: -1.94%    
12th
5-Year: -1.54%    
15th
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MANAGEMENT

Fund Manager:
Name: Lovito
Since: 02/01/2009

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 345-2021

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 05/31/2022.

Underlying data by Value Line