EXPENSES

Cost Per $10,000:
3-Year: $381
5-Year: $668
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: 0.77%    
35th
3-Year: 1.99%    
33th
5-Year: 2.04%    
28th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.14%    
68th
3-Year: 0.41%    
60th
5-Year: -0.61%    
26th
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MANAGEMENT

Fund Manager:
Name: Sherman
Since: 02/01/2018

PORTFOLIO

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Data on this page as of 06/30/2020.

Underlying data by Value Line