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

EXPENSES

Cost Per $10,000:
3-Year: $239
5-Year: $419
10-Year: $954
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 29.65%    
78th
3-Year: 3.22%    
64th
5-Year: 9.77%    
75th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.01%    
82th
3-Year: 0.76%    
63th
5-Year: 2.64%    
85th
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MANAGEMENT

Fund Manager:
Name: Dierdorf
Since: 06/01/2011

PORTFOLIO

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

Underlying data by Value Line