EXPENSES

Cost Per $10,000:
3-Year: $255
5-Year: $447
10-Year: $1K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.62%    
46th
3-Year: 8.95%    
86th
5-Year: 9.65%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.06%    
39th
3-Year: -1%    
29th
5-Year: -0.03%    
50th
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MANAGEMENT

Fund Manager:
Name: Chitkara
Since: 05/01/2006

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line