EXPENSES

Cost Per $10,000:
3-Year: $368
5-Year: $645
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: 1.09%    
51th
3-Year: 1.46%    
16th
5-Year: 1.9%    
13th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.88%    
67th
3-Year: -2.08%    
4th
5-Year: -1.72%    
3th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line