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EXPENSES

Cost Per $10,000:
3-Year: $255
5-Year: $447
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.4%    
68th
3-Year: -0.12%    
20th
5-Year: 1.47%    
21th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.69%    
92th
3-Year: 0.77%    
71th
5-Year: 1.17%    
79th
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MANAGEMENT

Fund Manager:
Name: Kurdyavko
Since: 11/01/2017

PORTFOLIO

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Data on this page as of 07/31/2024.

Underlying data by Value Line