EXPENSES

Cost Per $10,000:
3-Year: $184
5-Year: $323
10-Year: $735
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.24%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 24.6%    
86th
3-Year: 12.07%    
95th
5-Year: 12.37%    
88th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.24%    
58th
3-Year: 4.44%    
93th
5-Year: 1.29%    
59th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line