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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: 4.61%    
46th
3-Year: -0.53%    
35th
5-Year: 3.6%    
39th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.42%    
16th
3-Year: -2.82%    
10th
5-Year: -2.41%    
16th
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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