EXPENSES

Cost Per $10,000:
3-Year: $388
5-Year: $679
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -35.26%    
5th
3-Year: 5.65%    
86th
5-Year: 9.8%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -18.73%    
6th
3-Year: -2.66%    
20th
5-Year: -2.35%    
18th
Show Details

MANAGEMENT

Fund Manager:
Name: Rubin
Since: 03/01/2011

PORTFOLIO

Show Details
Data on this page as of 04/30/2022.

Underlying data by Value Line