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EXPENSES

Cost Per $10,000:
3-Year: $662
5-Year: $1.2K
10-Year: $2.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.57%    
84th
3-Year: -6.02%    
6th
5-Year: 8.14%    
75th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.67%    
72th
3-Year: -4.73%    
17th
5-Year: -0.57%    
32th
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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