EXPENSES

Cost Per $10,000:
3-Year: $71
5-Year: $125
10-Year: $284
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -4.86%    
64th
3-Year: 6.94%    
92th
5-Year: 7.1%    
94th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 11.38%    
96th
3-Year: 7.99%    
99th
5-Year: 5.3%    
98th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 03/31/2020.

Underlying data by Value Line