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EXPENSES

Cost Per $10,000:
3-Year: $287
5-Year: $504
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -2.76%    
24th
3-Year: 1.13%    
27th
5-Year: 1.56%    
24th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1%    
35th
3-Year: -0.29%    
36th
5-Year: -0.96%    
17th
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MANAGEMENT

Fund Manager:
Name: Cohen
Since: 02/01/2013

PORTFOLIO

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

Underlying data by Value Line