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

EXPENSES

Cost Per $10,000:
3-Year: $149
5-Year: $260
10-Year: $593
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.82%    
50th
3-Year: -0.4%    
38th
5-Year: 4.28%    
43th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.83%    
21th
3-Year: -2.46%    
13th
5-Year: -1.75%    
25th
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MANAGEMENT

Fund Manager:
Name: Dierdorf
Since: 07/01/2017

PORTFOLIO

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

Underlying data by Value Line