EXPENSES

Cost Per $10,000:
3-Year: $430
5-Year: $753
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -2.2%    
92th
3-Year: 3.56%    
58th
5-Year: 2.93%    
50th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.96%    
95th
3-Year: 3.36%    
99th
5-Year: 1.46%    
96th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 10/31/2022.

Underlying data by Value Line