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

EXPENSES

Cost Per $10,000:
3-Year: $323
5-Year: $566
10-Year: $1.3K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 30.67%    
80th
3-Year: 3.38%    
65th
5-Year: 9.72%    
75th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.52%    
87th
3-Year: 0.85%    
64th
5-Year: 2.57%    
84th
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