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

EXPENSES

Cost Per $10,000:
3-Year: $213
5-Year: $374
10-Year: $851
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -0.77%    
27th
3-Year: 7.3%    
76th
5-Year: 8.13%    
80th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.87%    
87th
3-Year: 4.65%    
94th
5-Year: 3.23%    
94th
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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 07/31/2020.

Underlying data by Value Line