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

EXPENSES

Cost Per $10,000:
3-Year: $391
5-Year: $685
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.62%    
96th
3-Year: 14.46%    
98th
5-Year: 4.03%    
66th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 28.17%    
100th
3-Year: 10.44%    
99th
5-Year: 0.57%    
58th
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MANAGEMENT

Fund Manager:
Name: Fine
Since: 09/01/2017

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 880-8442

NTF Availability:

TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 10/31/2022.

Underlying data by Value Line