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

EXPENSES

Cost Per $10,000:
3-Year: $120
5-Year: $209
10-Year: $477
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.34%    
62th
3-Year: 2.77%    
49th
5-Year: 7.52%    
59th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.78%    
45th
3-Year: -1.01%    
35th
5-Year: 0.44%    
53th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line