EXPENSES

Cost Per $10,000:
3-Year: $29
5-Year: $51
10-Year: $116
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.35%    
35th
3-Year: -0.32%    
28th
5-Year: 2.01%    
26th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.06%    
88th
3-Year: 0.26%    
65th
5-Year: 0.96%    
95th
Show Details

MANAGEMENT

Fund Manager:
Name: Kiselak
Since: 07/01/2010

PORTFOLIO

Show Details
Data on this page as of 03/31/2024.

Underlying data by Value Line