EXPENSES

Cost Per $10,000:
3-Year: $433
5-Year: $758
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.85%    
65th
3-Year: 4.57%    
68th
5-Year: 4.72%    
40th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.03%    
48th
3-Year: 2.64%    
93th
5-Year: 0.76%    
80th
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MANAGEMENT

Fund Manager:
Name: Sherman
Since: 09/01/2013

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line