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

EXPENSES

Cost Per $10,000:
3-Year: $32
5-Year: $57
10-Year: $129
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.77%    
48th
3-Year: 1.18%    
17th
5-Year: 7.27%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -7.51%    
19th
3-Year: -8.06%    
4th
5-Year: -4.45%    
9th
Show Details

MANAGEMENT

Fund Manager:
Name: Shah
Since: 12/01/2021

PORTFOLIO

Show Details

RESOURCES

Contact Info:

n/a
800 595-9111

NTF Availability:

E*Trade
TD Ameritrade
Firstrade
Vanguard

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

Underlying data by Value Line