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EXPENSES

Cost Per $10,000:
3-Year: $420
5-Year: $736
10-Year: $1.7K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.38%    
69th
3-Year: 5.06%    
48th
5-Year: 9.63%    
69th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.97%    
79th
3-Year: -1.67%    
24th
5-Year: -0.24%    
52th
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MANAGEMENT

Fund Manager:
Name: Kammann
Since: 11/01/2018

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line