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

EXPENSES

Cost Per $10,000:
3-Year: $90
5-Year: $158
10-Year: $361
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 26.05%    
68th
3-Year: 2.33%    
57th
5-Year: 8.63%    
67th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.16%    
59th
3-Year: -0.08%    
49th
5-Year: 1.69%    
69th
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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