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: -22.16%    
24th
3-Year: 3.71%    
59th
5-Year: 4.45%    
60th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.32%    
3th
3-Year: 0.95%    
62th
5-Year: 0.73%    
63th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 10/31/2022.

Underlying data by Value Line