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EXPENSES

Cost Per $10,000:
3-Year: $404
5-Year: $708
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -4.19%    
45th
3-Year: 1.65%    
25th
5-Year: 2.48%    
25th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.32%    
48th
3-Year: -0.5%    
30th
5-Year: -0.3%    
35th
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MANAGEMENT

Fund Manager:
Name: Shanahan
Since: 11/01/2008

PORTFOLIO

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Data on this page as of 04/30/2022.

Underlying data by Value Line