EXPENSES

Cost Per $10,000:
3-Year: $917
5-Year: $1.6K
10-Year: $3.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 2%
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.03%    
34th
3-Year: 6.62%    
47th
5-Year: 7.2%    
35th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 21.12%    
71th
3-Year: 14.83%    
85th
5-Year: 15.93%    
81th
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MANAGEMENT

Fund Manager:
Name: Moran
Since: 05/01/2011

PORTFOLIO

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Data on this page as of 02/28/2021.

Underlying data by Value Line