EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.75%    
9th
3-Year: 3.64%    
64th
5-Year: 8.79%    
58th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -8.86%    
12th
3-Year: -2.98%    
17th
5-Year: -2.92%    
19th
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MANAGEMENT

Fund Manager:
Name: Polk
Since: 01/01/2019

PORTFOLIO

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Data on this page as of 01/31/2024.

Underlying data by Value Line