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

EXPENSES

Cost Per $10,000:
3-Year: $110
5-Year: $192
10-Year: $438
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.65%    
57th
3-Year: 2.09%    
44th
5-Year: 6.61%    
52th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.64%    
36th
3-Year: -1.7%    
24th
5-Year: -0.44%    
41th
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MANAGEMENT

Fund Manager:
Name: Dierdorf
Since: 06/01/2017

PORTFOLIO

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

Underlying data by Value Line