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EXPENSES

Cost Per $10,000:
3-Year: $284
5-Year: $498
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.54%    
21th
3-Year: -4.58%    
27th
5-Year: 2.54%    
26th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.29%    
44th
3-Year: 2.07%    
78th
5-Year: 0.33%    
53th
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MANAGEMENT

Fund Manager:
Name: Korondi
Since: 01/01/2024

PORTFOLIO

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

Underlying data by Value Line