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EXPENSES

Cost Per $10,000:
3-Year: $255
5-Year: $447
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -6.13%    
15th
3-Year: 0.92%    
26th
5-Year: 3.78%    
57th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.12%    
60th
3-Year: 2.36%    
87th
5-Year: 2.28%    
86th
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MANAGEMENT

Fund Manager:
Name: Wordell
Since: 08/01/2014

PORTFOLIO

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

Underlying data by Value Line