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EXPENSES

Cost Per $10,000:
3-Year: $300
5-Year: $526
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.44%    
63th
3-Year: 4.14%    
59th
5-Year: 3.86%    
34th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.44%    
36th
3-Year: 1.41%    
77th
5-Year: -0.05%    
47th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line