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EXPENSES

Cost Per $10,000:
3-Year: $388
5-Year: $679
10-Year: $1.5K
Loads and Fees:
Initial: 5.25%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 35.31%    
94th
3-Year: -10.54%    
1th
5-Year: 5.36%    
37th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.1%    
25th
3-Year: -19.81%    
2th
5-Year: -10.05%    
1th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 05/01/2010

PORTFOLIO

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

Underlying data by Value Line