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

EXPENSES

Cost Per $10,000:
3-Year: $132
5-Year: $232
10-Year: $528
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 26.72%    
71th
3-Year: 2.53%    
57th
5-Year: 8.77%    
67th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.79%    
65th
3-Year: -0.02%    
50th
5-Year: 1.68%    
68th
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MANAGEMENT

Fund Manager:
Name: Dierdorf
Since: 06/01/2017

PORTFOLIO

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

Underlying data by Value Line