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: 63.55%    
96th
3-Year: 20.42%    
93th
5-Year: 16.68%    
84th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 41.33%    
100th
3-Year: 13.12%    
100th
5-Year: 5.25%    
99th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 02/28/2021.

Underlying data by Value Line