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: 14.52%    
99th
3-Year: 43.44%    
99th
5-Year: 8.1%    
75th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 17.36%    
98th
3-Year: 11.37%    
91th
5-Year: 2.44%    
74th
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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 08/31/2023.

Underlying data by Value Line