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

EXPENSES

Cost Per $10,000:
3-Year: $94
5-Year: $164
10-Year: $374
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.53%    
78th
3-Year: 2.74%    
64th
5-Year: 8.87%    
77th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.89%    
79th
3-Year: 1.32%    
69th
5-Year: 2.8%    
93th
Show Details

MANAGEMENT

Fund Manager:
Name: Dierdorf
Since: 09/01/2018

PORTFOLIO

Show Details
Data on this page as of 04/30/2024.

Underlying data by Value Line