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EXPENSES

Cost Per $10,000:
3-Year: $665
5-Year: $1.2K
10-Year: $2.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.24%    
8th
3-Year: 4.05%    
59th
5-Year: 8.4%    
60th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3%    
31th
3-Year: 6.81%    
66th
5-Year: 15.11%    
85th
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MANAGEMENT

Fund Manager:
Name: Aronstein
Since: 10/01/2012

PORTFOLIO

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

Underlying data by Value Line