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: 27.45%    
49th
3-Year: 0.14%    
40th
5-Year: 8.79%    
62th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.11%    
38th
3-Year: 3.03%    
78th
5-Year: -0.68%    
35th
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MANAGEMENT

Fund Manager:
Name: Berghuis
Since: 06/01/1992

PORTFOLIO

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Data on this page as of 10/31/2024.

Underlying data by Value Line