EXPENSES

Cost Per $10,000:
3-Year: $84
5-Year: $147
10-Year: $335
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 26.65%    
51th
3-Year: 16.7%    
83th
5-Year: 15.3%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -14.63%    
4th
3-Year: 1.9%    
67th
5-Year: 0.83%    
60th
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MANAGEMENT

Fund Manager:
Name: Kilbride
Since: 02/01/2006

PORTFOLIO

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Data on this page as of 08/31/2021.

Underlying data by Value Line