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: 7.61%    
43th
3-Year: 8.77%    
69th
5-Year: 12.03%    
75th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.92%    
86th
3-Year: 3.31%    
91th
5-Year: 2.74%    
93th
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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 12/31/2020.

Underlying data by Value Line