EXPENSES

Cost Per $10,000:
3-Year: $113
5-Year: $198
10-Year: $451
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18%    
50th
3-Year: 4.07%    
79th
5-Year: 9.26%    
83th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.68%    
57th
3-Year: 6.29%    
89th
5-Year: 3.18%    
84th
Show Details

MANAGEMENT

Fund Manager:
Name: Hynes
Since: 05/01/2008

PORTFOLIO

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

Underlying data by Value Line