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

EXPENSES

Cost Per $10,000:
3-Year: $478
5-Year: $838
10-Year: $1.9K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.28%    
35th
3-Year: -0.47%    
26th
5-Year: 3.08%    
31th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.96%    
6th
3-Year: -4.09%    
2th
5-Year: -3.66%    
6th
Show Details

MANAGEMENT

Fund Manager:
Name: Dierdorf
Since: 06/01/2011

PORTFOLIO

Show Details
Data on this page as of 03/31/2024.

Underlying data by Value Line