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

EXPENSES

Cost Per $10,000:
3-Year: $226
5-Year: $396
10-Year: $902
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.12%    
69th
3-Year: 3.67%    
55th
5-Year: 8.77%    
66th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.41%    
57th
3-Year: -0.06%    
47th
5-Year: 1.5%    
69th
Show Details

MANAGEMENT

Fund Manager:
Name: Dierdorf
Since: 06/01/2011

PORTFOLIO

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

Underlying data by Value Line