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

EXPENSES

Cost Per $10,000:
3-Year: $87
5-Year: $153
10-Year: $348
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 11.86%    
71th
3-Year: 1.45%    
56th
5-Year: 7.6%    
69th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.98%    
62th
3-Year: 0.13%    
50th
5-Year: 1.78%    
74th
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