EXPENSES

Cost Per $10,000:
3-Year: $384
5-Year: $674
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: 5.74%    
47th
3-Year: 3.53%    
57th
5-Year: 2.83%    
28th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.03%    
5th
3-Year: 1.1%    
73th
5-Year: -1.03%    
13th
Show Details

MANAGEMENT

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

PORTFOLIO

Show Details
Data on this page as of 02/29/2024.

Underlying data by Value Line