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EXPENSES

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

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.28%    
60th
3-Year: 0.28%    
45th
5-Year: 5.63%    
53th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.23%    
40th
3-Year: -1.54%    
27th
5-Year: -0.36%    
43th
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MANAGEMENT

Fund Manager:
Name: Dierdorf
Since: 06/01/2017

PORTFOLIO

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

Underlying data by Value Line