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

EXPENSES

Cost Per $10,000:
3-Year: $520
5-Year: $911
10-Year: $2.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 11.24%    
49th
3-Year: 0.85%    
35th
5-Year: 5.35%    
43th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.91%    
20th
3-Year: -2.89%    
9th
5-Year: -1.69%    
25th
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