EXPENSES

Cost Per $10,000:
3-Year: $368
5-Year: $645
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 1.81%    
96th
3-Year: 1.7%    
49th
5-Year: 1.95%    
43th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 10.97%    
100th
3-Year: 1.5%    
86th
5-Year: 0.48%    
70th
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MANAGEMENT

Fund Manager:
Name: Sherman
Since: 03/01/2011

PORTFOLIO

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

Underlying data by Value Line