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EXPENSES

Cost Per $10,000:
3-Year: $572
5-Year: $1K
10-Year: $2.3K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.87%    
16th
3-Year: -0.83%    
39th
5-Year: 3.55%    
37th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -7.74%    
2th
3-Year: -2.28%    
16th
5-Year: -2.62%    
14th
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MANAGEMENT

Fund Manager:
Name: Ally
Since: 10/01/2002

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line