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EXPENSES

Cost Per $10,000:
3-Year: $575
5-Year: $1K
10-Year: $2.3K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.68%    
9th
3-Year: -5.76%    
5th
5-Year: 4.51%    
33th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -8.69%    
7th
3-Year: -9.15%    
4th
5-Year: -2.28%    
11th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 03/01/2018

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line