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: -6.12%    
81th
3-Year: 13.32%    
94th
5-Year: 13.65%    
93th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.87%    
67th
3-Year: 0.22%    
53th
5-Year: -1.43%    
27th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line