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EXPENSES

Cost Per $10,000:
3-Year: $323
5-Year: $566
10-Year: $1.3K
Loads and Fees:
Initial: 3.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -3.47%    
27th
3-Year: 1.54%    
28th
5-Year: 2.83%    
35th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.2%    
45th
3-Year: -0.15%    
41th
5-Year: -0.08%    
45th
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MANAGEMENT

Fund Manager:
Name: Shanahan
Since: 11/01/1998

PORTFOLIO

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Data on this page as of 06/30/2020.

Underlying data by Value Line