EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.76%    
76th
3-Year: 8.25%    
84th
5-Year: 11.65%    
84th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.06%    
46th
3-Year: 1.08%    
52th
5-Year: 0.03%    
46th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2013

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line