EXPENSES

Cost Per $10,000:
3-Year: $110
5-Year: $192
10-Year: $438
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.9%    
53th
3-Year: 7.86%    
73th
5-Year: 9.33%    
74th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.83%    
64th
3-Year: 6.47%    
87th
5-Year: 1.39%    
66th
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MANAGEMENT

Fund Manager:
Name: Hynes
Since: 05/01/2008

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line