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

EXPENSES

Cost Per $10,000:
3-Year: $213
5-Year: $374
10-Year: $851
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.11%    
60th
3-Year: 2.55%    
47th
5-Year: 7.29%    
57th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.11%    
41th
3-Year: -1.25%    
32th
5-Year: 0.2%    
50th
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