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

EXPENSES

Cost Per $10,000:
3-Year: $126
5-Year: $221
10-Year: $503
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 29.26%    
77th
3-Year: 3.26%    
65th
5-Year: 9.87%    
77th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.56%    
78th
3-Year: 0.91%    
66th
5-Year: 2.85%    
88th
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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