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EXPENSES

Cost Per $10,000:
3-Year: $291
5-Year: $509
10-Year: $1.2K
Loads and Fees:
Initial: 3.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.44%    
48th
3-Year: 2.61%    
48th
5-Year: 3.42%    
30th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.02%    
50th
3-Year: -1.16%    
29th
5-Year: -0.61%    
27th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line