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

EXPENSES

Cost Per $10,000:
3-Year: $404
5-Year: $708
10-Year: $1.6K
Loads and Fees:
Initial: 3.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -8.83%    
33th
3-Year: 7.42%    
66th
5-Year: 5.39%    
63th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.12%    
25th
3-Year: 2.02%    
80th
5-Year: 1.04%    
74th
Show Details

MANAGEMENT

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

PORTFOLIO

Show Details
Data on this page as of 02/28/2023.

Underlying data by Value Line