EXPENSES

Cost Per $10,000:
3-Year: $320
5-Year: $560
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.49%    
22th
3-Year: -2.06%    
16th
5-Year: 5.44%    
44th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.97%    
68th
3-Year: 3.52%    
75th
5-Year: 2.87%    
81th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 06/01/2016

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line