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: 23.06%    
55th
3-Year: 10.25%    
70th
5-Year: 13.97%    
73th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -10.77%    
11th
3-Year: -1.48%    
27th
5-Year: -0.76%    
34th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 02/28/2021.

Underlying data by Value Line