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

EXPENSES

Cost Per $10,000:
3-Year: $168
5-Year: $294
10-Year: $670
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 25.3%    
95th
3-Year: 9.27%    
97th
5-Year: 19.82%    
99th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.9%    
47th
3-Year: 5.19%    
94th
5-Year: 6.33%    
99th
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MANAGEMENT

Fund Manager:
Name: Rogers
Since: 12/01/2003

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 955-9988

NTF Availability:

TD Ameritrade
Firstrade

Data on this page as of 12/31/2024.

Underlying data by Value Line