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

EXPENSES

Cost Per $10,000:
3-Year: $129
5-Year: $226
10-Year: $516
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.77%    
80th
3-Year: 3.57%    
68th
5-Year: 8.8%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.33%    
85th
3-Year: 1.26%    
74th
5-Year: 3.09%    
91th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line