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

EXPENSES

Cost Per $10,000:
3-Year: $213
5-Year: $374
10-Year: $851
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.53%    
74th
3-Year: 3.5%    
46th
5-Year: 10.12%    
76th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.33%    
45th
3-Year: 3.36%    
74th
5-Year: -0.45%    
33th
Show Details

MANAGEMENT

Fund Manager:
Name: Berghuis
Since: 11/01/2010

PORTFOLIO

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

Underlying data by Value Line