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: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.96%    
99th
3-Year: 38.07%    
99th
5-Year: 7.05%    
87th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 26.01%    
97th
3-Year: 8.75%    
90th
5-Year: 3.15%    
83th
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MANAGEMENT

Fund Manager:
Name: Birkett
Since: 02/17/2023

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 662-7447

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 04/30/2023.

Underlying data by Value Line