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EXPENSES

Cost Per $10,000:
3-Year: $294
5-Year: $515
10-Year: $1.2K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 22.14%    
24th
3-Year: 7.9%    
82th
5-Year: 9.09%    
62th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.93%    
47th
3-Year: -1.52%    
25th
5-Year: -1.41%    
21th
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MANAGEMENT

Fund Manager:
Name: Preloger
Since: 04/01/2013

PORTFOLIO

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

Underlying data by Value Line