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: 9.94%    
53th
3-Year: 9.26%    
82th
5-Year: 3.86%    
43th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.36%    
45th
3-Year: -0.04%    
48th
5-Year: -4.77%    
6th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 08/31/2023.

Underlying data by Value Line