EXPENSES

Cost Per $10,000:
3-Year: $397
5-Year: $696
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 25.36%    
97th
3-Year: 18.59%    
96th
5-Year: 14.16%    
95th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.06%    
82th
3-Year: 2.43%    
72th
5-Year: 0.98%    
60th
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MANAGEMENT

Fund Manager:
Name: Rubin
Since: 02/01/2018

PORTFOLIO

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Data on this page as of 06/30/2020.

Underlying data by Value Line