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

EXPENSES

Cost Per $10,000:
3-Year: $249
5-Year: $436
10-Year: $993
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.5%    
76th
3-Year: 4.07%    
51th
5-Year: 10.29%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.39%    
49th
3-Year: 4.06%    
78th
5-Year: -0.23%    
37th
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MANAGEMENT

Fund Manager:
Name: Berghuis
Since: 06/01/1992

PORTFOLIO

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

Underlying data by Value Line