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

EXPENSES

Cost Per $10,000:
3-Year: $407
5-Year: $713
10-Year: $1.6K
Loads and Fees:
Initial: 3.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 30.36%    
80th
3-Year: 3.08%    
63th
5-Year: 9.4%    
72th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.32%    
85th
3-Year: 0.62%    
61th
5-Year: 2.31%    
79th
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MANAGEMENT

Fund Manager:
Name: Dierdorf
Since: 08/01/2014

PORTFOLIO

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

Underlying data by Value Line