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

EXPENSES

Cost Per $10,000:
3-Year: $252
5-Year: $441
10-Year: $1K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.89%    
46th
3-Year: 0.74%    
34th
5-Year: 4.68%    
40th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.45%    
15th
3-Year: -2.97%    
8th
5-Year: -2.17%    
19th
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