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

EXPENSES

Cost Per $10,000:
3-Year: $132
5-Year: $232
10-Year: $528
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.44%    
70th
3-Year: 3.92%    
57th
5-Year: 9.06%    
69th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.68%    
59th
3-Year: 0.2%    
51th
5-Year: 1.77%    
74th
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MANAGEMENT

Fund Manager:
Name: Dierdorf
Since: 06/01/2017

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line