EXPENSES

Cost Per $10,000:
3-Year: $313
5-Year: $549
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -20.04%    
31th
3-Year: 1%    
45th
5-Year: 0.74%    
33th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 11.52%    
93th
3-Year: 4.68%    
88th
5-Year: 3.36%    
88th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 06/01/2016

PORTFOLIO

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

Underlying data by Value Line