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

EXPENSES

Cost Per $10,000:
3-Year: $287
5-Year: $504
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 1.38%    
18th
3-Year: -2.44%    
15th
5-Year: -0.29%    
5th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.93%    
13th
3-Year: -0.72%    
51th
5-Year: -1.54%    
6th
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MANAGEMENT

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

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 03/31/2024.

Underlying data by Value Line