EXPENSES

Cost Per $10,000:
3-Year: $323
5-Year: $566
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 2%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -1.94%    
27th
3-Year: -0.35%    
18th
5-Year: -0.39%    
11th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.02%    
49th
3-Year: -2.7%    
14th
5-Year: -4.21%    
4th
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MANAGEMENT

Fund Manager:
Name: Berkowitz
Since: 12/01/1999

PORTFOLIO

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

Underlying data by Value Line