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

EXPENSES

Cost Per $10,000:
3-Year: $184
5-Year: $323
10-Year: $735
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.18%    
61th
3-Year: 2.63%    
48th
5-Year: 7.39%    
57th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.97%    
43th
3-Year: -1.17%    
33th
5-Year: 0.28%    
51th
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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