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

EXPENSES

Cost Per $10,000:
3-Year: $136
5-Year: $238
10-Year: $541
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.87%    
37th
3-Year: 0.23%    
31th
5-Year: 3.32%    
33th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.6%    
7th
3-Year: -3.45%    
5th
5-Year: -3.32%    
8th
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MANAGEMENT

Fund Manager:
Name: Dierdorf
Since: 10/01/2018

PORTFOLIO

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

Underlying data by Value Line