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

EXPENSES

Cost Per $10,000:
3-Year: $203
5-Year: $357
10-Year: $812
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.31%    
79th
3-Year: 3.68%    
68th
5-Year: 8.98%    
80th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.22%    
84th
3-Year: 1.26%    
74th
5-Year: 3.34%    
95th
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MANAGEMENT

Fund Manager:
Name: Dierdorf
Since: 07/01/2017

PORTFOLIO

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

Underlying data by Value Line