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

EXPENSES

Cost Per $10,000:
3-Year: $203
5-Year: $357
10-Year: $812
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -5.52%    
83th
3-Year: 8.34%    
88th
5-Year: 8.74%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.8%    
34th
3-Year: 1.21%    
73th
5-Year: 1.5%    
83th
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MANAGEMENT

Fund Manager:
Name: Carpenter
Since: 05/01/2014

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 258-3030

NTF Availability:

TD Ameritrade
Firstrade

Data on this page as of 12/31/2022.

Underlying data by Value Line