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

EXPENSES

Cost Per $10,000:
3-Year: $245
5-Year: $430
10-Year: $980
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.04%    
74th
3-Year: -0.45%    
45th
5-Year: 7.76%    
75th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.38%    
44th
3-Year: 3.26%    
74th
5-Year: -0.54%    
33th
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MANAGEMENT

Fund Manager:
Name: Berghuis
Since: 12/01/2002

PORTFOLIO

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Data on this page as of 06/30/2024.

Underlying data by Value Line