EXPENSES

Cost Per $10,000:
3-Year: $181
5-Year: $317
10-Year: $722
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.03%    
19th
3-Year: 5.19%    
34th
5-Year: 4.04%    
20th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.48%    
49th
3-Year: 0.13%    
47th
5-Year: -0.5%    
40th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line