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

EXPENSES

Cost Per $10,000:
3-Year: $333
5-Year: $583
10-Year: $1.3K
Loads and Fees:
Initial: 3.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.63%    
44th
3-Year: 0.48%    
33th
5-Year: 4.42%    
38th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.72%    
13th
3-Year: -3.2%    
7th
5-Year: -2.44%    
16th
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