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

EXPENSES

Cost Per $10,000:
3-Year: $129
5-Year: $226
10-Year: $516
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 26.66%    
72th
3-Year: 2.83%    
60th
5-Year: 9.16%    
71th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.03%    
66th
3-Year: 0.32%    
55th
5-Year: 2.2%    
76th
Show Details

MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line