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: 43.1%    
86th
3-Year: 12.27%    
80th
5-Year: 19.43%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.02%    
56th
3-Year: -7.17%    
6th
5-Year: -1.4%    
39th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line