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

EXPENSES

Cost Per $10,000:
3-Year: $291
5-Year: $509
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -0.99%    
3th
3-Year: 3.37%    
8th
5-Year: 1.62%    
5th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.81%    
35th
3-Year: -3.11%    
5th
5-Year: -1.68%    
11th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 10/01/2015

PORTFOLIO

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RESOURCES

Contact Info:

n/a
877 272-1977

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

Data on this page as of 10/31/2021.

Underlying data by Value Line