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

EXPENSES

Cost Per $10,000:
3-Year: $152
5-Year: $266
10-Year: $606
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.68%    
38th
3-Year: -0.34%    
31th
5-Year: 3.3%    
32th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.58%    
8th
3-Year: -3.46%    
5th
5-Year: -3.37%    
8th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line