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

EXPENSES

Cost Per $10,000:
3-Year: $210
5-Year: $368
10-Year: $838
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 45.24%    
72th
3-Year: 14.51%    
75th
5-Year: n/a    
N/A
Avg. Annualized Returns Vs. Similar Funds
1-Year: 17.8%    
98th
3-Year: 3.51%    
93th
5-Year: n/a    
N/A
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 05/31/2021.

Underlying data by Value Line