EXPENSES

Cost Per $10,000:
3-Year: $210
5-Year: $368
10-Year: $838
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 30.38%    
71th
3-Year: 19.37%    
90th
5-Year: n/a    
N/A
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.62%    
77th
3-Year: -2.8%    
24th
5-Year: n/a    
N/A
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 03/01/2017

PORTFOLIO

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Data on this page as of 08/31/2021.

Underlying data by Value Line