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

EXPENSES

Cost Per $10,000:
3-Year: $323
5-Year: $566
10-Year: $1.3K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.04%    
75th
3-Year: 4.86%    
61th
5-Year: 9.88%    
73th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.86%    
70th
3-Year: 0.81%    
60th
5-Year: 2.23%    
84th
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