EXPENSES

Cost Per $10,000:
3-Year: $210
5-Year: $368
10-Year: $838
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -18.63%    
37th
3-Year: 9.35%    
87th
5-Year: 10.31%    
95th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 10.52%    
90th
3-Year: 1.51%    
65th
5-Year: 0.9%    
66th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 03/01/2017

PORTFOLIO

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

Underlying data by Value Line