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

EXPENSES

Cost Per $10,000:
3-Year: $149
5-Year: $260
10-Year: $593
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 31.22%    
83th
3-Year: 4.32%    
73th
5-Year: 10.83%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.4%    
93th
3-Year: 1.84%    
85th
5-Year: 3.75%    
98th
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MANAGEMENT

Fund Manager:
Name: Dierdorf
Since: 06/01/2017

PORTFOLIO

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

Underlying data by Value Line