EXPENSES

Cost Per $10,000:
3-Year: $178
5-Year: $311
10-Year: $709
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.08%    
12th
3-Year: -2.62%    
10th
5-Year: -0.02%    
5th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.09%    
46th
3-Year: -0.48%    
43th
5-Year: 0.52%    
55th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 10/01/2018

PORTFOLIO

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

Underlying data by Value Line