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: 30.36%    
80th
3-Year: 3.62%    
68th
5-Year: 10.1%    
79th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.4%    
86th
3-Year: 1.26%    
74th
5-Year: 3.1%    
92th
Show Details

MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line