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EXPENSES

Cost Per $10,000:
3-Year: $568
5-Year: $996
10-Year: $2.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0.99%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -7.42%    
61th
3-Year: 0.86%    
26th
5-Year: 3.16%    
40th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -7.33%    
4th
3-Year: -8.63%    
0th
5-Year: -5.41%    
1th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 07/31/2022.

Underlying data by Value Line