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EXPENSES

Cost Per $10,000:
3-Year: $607
5-Year: $1.1K
10-Year: $2.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.05%    
85th
3-Year: -6.81%    
5th
5-Year: 7.97%    
73th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.09%    
78th
3-Year: -5.48%    
13th
5-Year: -0.8%    
30th
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MANAGEMENT

Fund Manager:
Name: Chung
Since: 01/01/2018

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line