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

EXPENSES

Cost Per $10,000:
3-Year: $145
5-Year: $255
10-Year: $580
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.64%    
77th
3-Year: 5.36%    
64th
5-Year: 10.39%    
77th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.53%    
76th
3-Year: 1.35%    
70th
5-Year: 2.79%    
93th
Show Details

MANAGEMENT

Fund Manager:
Name: Dierdorf
Since: 06/01/2017

PORTFOLIO

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

Underlying data by Value Line