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EXPENSES

Cost Per $10,000:
3-Year: $630
5-Year: $1.1K
10-Year: $2.5K
Loads and Fees:
Initial: NONE
Deferred: 5%
Redemption: NONE
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.46%    
86th
3-Year: -5.32%    
7th
5-Year: 9.04%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.56%    
82th
3-Year: -3.99%    
21th
5-Year: 0.31%    
47th
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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