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

EXPENSES

Cost Per $10,000:
3-Year: $242
5-Year: $425
10-Year: $967
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 30.84%    
82th
3-Year: 4.02%    
70th
5-Year: 10.52%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.06%    
91th
3-Year: 1.52%    
79th
5-Year: 3.46%    
96th
Show Details

MANAGEMENT

Fund Manager:
Name: Dierdorf
Since: 06/01/2011

PORTFOLIO

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

Underlying data by Value Line