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EXPENSES

Cost Per $10,000:
3-Year: $575
5-Year: $1K
10-Year: $2.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0.98%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 25.72%    
77th
3-Year: 7.9%    
81th
5-Year: 6.92%    
44th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.72%    
88th
3-Year: -2.3%    
15th
5-Year: -4.49%    
2th
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MANAGEMENT

Fund Manager:
Name: Kumble
Since: 04/01/2015

PORTFOLIO

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

Underlying data by Value Line