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

EXPENSES

Cost Per $10,000:
3-Year: $139
5-Year: $243
10-Year: $554
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 19.81%    
45th
3-Year: 0.42%    
38th
5-Year: 5.19%    
44th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.38%    
26th
3-Year: -2.25%    
12th
5-Year: -1.75%    
28th
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MANAGEMENT

Fund Manager:
Name: Dierdorf
Since: 09/01/2018

PORTFOLIO

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

Underlying data by Value Line