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

EXPENSES

Cost Per $10,000:
3-Year: $194
5-Year: $340
10-Year: $773
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 26.4%    
70th
3-Year: 2.34%    
56th
5-Year: 8.54%    
66th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.63%    
63th
3-Year: -0.17%    
47th
5-Year: 1.52%    
66th
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MANAGEMENT

Fund Manager:
Name: Dierdorf
Since: 10/01/2018

PORTFOLIO

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

Underlying data by Value Line