EXPENSES

Cost Per $10,000:
3-Year: $207
5-Year: $362
10-Year: $825
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.34%    
19th
3-Year: 4.22%    
22th
5-Year: 4.25%    
24th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.92%    
65th
3-Year: 1.41%    
81th
5-Year: 1.29%    
90th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2015

PORTFOLIO

Show Details
Data on this page as of 03/31/2021.

Underlying data by Value Line