EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 29.57%    
45th
3-Year: 5.24%    
76th
5-Year: 11.34%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -7.99%    
16th
3-Year: -0.69%    
41th
5-Year: -1.35%    
38th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2013

PORTFOLIO

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

Underlying data by Value Line