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EXPENSES

Cost Per $10,000:
3-Year: $733
5-Year: $1.3K
10-Year: $2.9K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0.75%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.28%    
30th
3-Year: -1.21%    
27th
5-Year: 2.77%    
32th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.24%    
6th
3-Year: -3.43%    
3th
5-Year: -3.65%    
8th
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MANAGEMENT

Fund Manager:
Name: Ally
Since: 03/01/2004

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line