EXPENSES

Cost Per $10,000:
3-Year: $203
5-Year: $357
10-Year: $812
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.02%    
25th
3-Year: 2.17%    
7th
5-Year: 3.44%    
18th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.83%    
91th
3-Year: -0.59%    
31th
5-Year: 0.47%    
67th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2014

PORTFOLIO

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

Underlying data by Value Line