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

EXPENSES

Cost Per $10,000:
3-Year: $439
5-Year: $770
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: 2.97%    
95th
3-Year: 8.09%    
71th
5-Year: 6.07%    
58th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 18.88%    
89th
3-Year: -0.24%    
40th
5-Year: -2.79%    
21th
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MANAGEMENT

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

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 820-0888

NTF Availability:

E*Trade
Charles Schwab
Firstrade

Data on this page as of 07/31/2022.

Underlying data by Value Line