EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
10-Year: $1.4K
Loads and Fees:
Initial: 3.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.84%    
76th
3-Year: 4.41%    
65th
5-Year: 3.52%    
54th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.67%    
66th
3-Year: 1.01%    
67th
5-Year: 0.43%    
60th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2019

PORTFOLIO

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Data on this page as of 05/31/2020.

Underlying data by Value Line