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: 5.48%    
64th
3-Year: 3.87%    
58th
5-Year: 3.83%    
59th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.08%    
78th
3-Year: 1.4%    
84th
5-Year: 1.48%    
90th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 05/31/2020.

Underlying data by Value Line