EXPENSES

Cost Per $10,000:
3-Year: $504
5-Year: $883
10-Year: $2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -2.35%    
15th
3-Year: -2.52%    
19th
5-Year: 1.25%    
22th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.08%    
42th
3-Year: 0.75%    
57th
5-Year: 0.76%    
55th
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MANAGEMENT

Fund Manager:
Name: Rogal
Since: 03/01/2018

PORTFOLIO

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

Underlying data by Value Line