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

EXPENSES

Cost Per $10,000:
3-Year: $171
5-Year: $300
10-Year: $683
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.47%    
57th
3-Year: 1.96%    
43th
5-Year: 6.49%    
51th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.76%    
34th
3-Year: -1.81%    
22th
5-Year: -0.56%    
40th
Show Details

MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line