EXPENSES

Cost Per $10,000:
3-Year: $336
5-Year: $589
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: 2.27%    
17th
3-Year: 5.04%    
33th
5-Year: 3.92%    
19th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.06%    
36th
3-Year: 0.03%    
43th
5-Year: -0.57%    
36th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 02/28/2021.

Underlying data by Value Line