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: 34.87%    
77th
3-Year: 12.74%    
81th
5-Year: 15.1%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 12.67%    
96th
3-Year: 5.44%    
98th
5-Year: 3.67%    
98th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 01/01/2010

PORTFOLIO

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

Underlying data by Value Line