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: 3.72%    
46th
3-Year: 6.49%    
71th
5-Year: 5.91%    
74th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 9.37%    
97th
3-Year: 3.86%    
91th
5-Year: 2.16%    
85th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 07/31/2020.

Underlying data by Value Line