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

EXPENSES

Cost Per $10,000:
3-Year: $116
5-Year: $204
10-Year: $464
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.12%    
77th
3-Year: 9.97%    
88th
5-Year: 10.53%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.62%    
88th
3-Year: 10.41%    
100th
5-Year: 1.93%    
76th
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MANAGEMENT

Fund Manager:
Name: Team Managed
Since: 12/20/2011

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 826-2333

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 04/30/2024.

Underlying data by Value Line