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: 14.82%    
49th
3-Year: -0.43%    
34th
5-Year: 8.85%    
62th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.17%    
37th
3-Year: 2.3%    
69th
5-Year: -0.71%    
35th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 08/31/2024.

Underlying data by Value Line