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EXPENSES

Cost Per $10,000:
3-Year: $333
5-Year: $583
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: 5.76%    
60th
3-Year: 0.64%    
50th
5-Year: 6.37%    
59th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.16%    
24th
3-Year: -1.35%    
28th
5-Year: -0.34%    
34th
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MANAGEMENT

Fund Manager:
Name: Mueller
Since: 07/01/2020

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line