EXPENSES

Cost Per $10,000:
3-Year: $191
5-Year: $334
10-Year: $761
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.18%    
68th
3-Year: 7.82%    
83th
5-Year: 8.29%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.41%    
58th
3-Year: 3.32%    
69th
5-Year: 2.99%    
75th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 07/01/2013

PORTFOLIO

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Data on this page as of 05/31/2020.

Underlying data by Value Line