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

EXPENSES

Cost Per $10,000:
3-Year: $3
5-Year: $6
10-Year: $13
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 29.72%    
78th
3-Year: 3.72%    
69th
5-Year: 10.34%    
80th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.01%    
82th
3-Year: 1.37%    
75th
5-Year: 3.31%    
94th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 10/31/2024.

Underlying data by Value Line