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

EXPENSES

Cost Per $10,000:
3-Year: $210
5-Year: $368
10-Year: $838
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 23.72%    
61th
3-Year: 1.46%    
48th
5-Year: 6.94%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.6%    
47th
3-Year: -1.17%    
31th
5-Year: -0.05%    
47th
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