EXPENSES

Cost Per $10,000:
3-Year: $262
5-Year: $458
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.42%    
28th
3-Year: 1.86%    
8th
5-Year: 2.93%    
12th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.01%    
77th
3-Year: -1.62%    
12th
5-Year: -0.95%    
19th
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MANAGEMENT

Fund Manager:
Name: Lovito
Since: 02/01/2009

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 345-2021

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line