EXPENSES

Cost Per $10,000:
3-Year: $181
5-Year: $317
10-Year: $722
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.24%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 32.5%    
87th
3-Year: 9.59%    
95th
5-Year: 13.01%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.68%    
61th
3-Year: 4.57%    
87th
5-Year: 1.35%    
59th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 07/01/2013

PORTFOLIO

Show Details
Data on this page as of 10/31/2024.

Underlying data by Value Line