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

EXPENSES

Cost Per $10,000:
3-Year: $87
5-Year: $153
10-Year: $348
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.08%    
51th
3-Year: -0.27%    
39th
5-Year: 4.39%    
44th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.66%    
23th
3-Year: -2.35%    
15th
5-Year: -1.65%    
26th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line