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

EXPENSES

Cost Per $10,000:
3-Year: $194
5-Year: $340
10-Year: $773
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.25%    
69th
3-Year: 3.78%    
56th
5-Year: 8.87%    
67th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.5%    
58th
3-Year: 0.04%    
48th
5-Year: 1.61%    
71th
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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