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EXPENSES

Cost Per $10,000:
3-Year: $733
5-Year: $1.3K
10-Year: $2.9K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0.75%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.34%    
14th
3-Year: -1.5%    
35th
5-Year: 2.82%    
33th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -8.25%    
1th
3-Year: -2.95%    
9th
5-Year: -3.35%    
8th
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MANAGEMENT

Fund Manager:
Name: Ally
Since: 03/01/2004

PORTFOLIO

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

Underlying data by Value Line