EXPENSES

Cost Per $10,000:
3-Year: $210
5-Year: $368
10-Year: $838
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.33%    
69th
3-Year: 7.41%    
82th
5-Year: 9.17%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -14.68%    
4th
3-Year: -7.32%    
5th
5-Year: -2.64%    
21th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2004

PORTFOLIO

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

Underlying data by Value Line