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

EXPENSES

Cost Per $10,000:
3-Year: $449
5-Year: $787
10-Year: $1.8K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 1.65%    
7th
3-Year: 4.11%    
58th
5-Year: 6.42%    
51th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.84%    
25th
3-Year: 4.52%    
56th
5-Year: -3.14%    
21th
Show Details

MANAGEMENT

Fund Manager:
Name: Byrum
Since: 07/01/2000

PORTFOLIO

Show Details

RESOURCES

Contact Info:

n/a
800 820-0888

NTF Availability:

E*Trade
Charles Schwab
Firstrade

Data on this page as of 02/29/2024.

Underlying data by Value Line