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: -1.29%    
96th
3-Year: 14.18%    
86th
5-Year: 11.81%    
88th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.24%    
12th
3-Year: 0.64%    
62th
5-Year: 1.88%    
87th
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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 05/31/2022.

Underlying data by Value Line