EXPENSES

Cost Per $10,000:
3-Year: $307
5-Year: $538
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: 24.59%    
90th
3-Year: 10.24%    
92th
5-Year: 10.05%    
68th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.75%    
78th
3-Year: 3.38%    
73th
5-Year: -2.65%    
24th
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MANAGEMENT

Fund Manager:
Name: Johnson
Since: 03/01/2021

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 368-4410

NTF Availability:

E*Trade
Charles Schwab
Firstrade

Data on this page as of 12/31/2024.

Underlying data by Value Line