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Leland Thomson ReutPriv BytEq Idx I (LDPIX)

EXPENSES

Cost Per $10,000:
3-Year: $485
5-Year: $849
10-Year: $1.9K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -31.96%    
12th
3-Year: 2.2%    
63th
5-Year: 4.72%    
71th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -15.38%    
1th
3-Year: -3.91%    
8th
5-Year: -1.93%    
21th
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MANAGEMENT

Fund Manager:
Name: Bassuk
Since: 11/01/2020

PORTFOLIO

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Data on this page as of 12/31/2022.

Underlying data by Value Line