EXPENSES

Cost Per $10,000:
3-Year: $178
5-Year: $311
10-Year: $709
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.42%    
69th
3-Year: 3.9%    
59th
5-Year: 3.37%    
51th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.08%    
47th
3-Year: 0.47%    
50th
5-Year: 0.22%    
51th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2006

PORTFOLIO

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

Underlying data by Value Line