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

EXPENSES

Cost Per $10,000:
3-Year: $478
5-Year: $838
10-Year: $1.9K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -20.44%    
0th
3-Year: -21.24%    
0th
5-Year: -4.76%    
1th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -10.74%    
32th
3-Year: -8.33%    
16th
5-Year: -3.93%    
25th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2019

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 526-7384

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

Data on this page as of 03/31/2024.

Underlying data by Value Line