EXPENSES

Cost Per $10,000:
3-Year: $184
5-Year: $323
10-Year: $735
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.33%    
16th
3-Year: 5.1%    
25th
5-Year: 4.01%    
22th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.89%    
62th
3-Year: 1.61%    
88th
5-Year: 1.2%    
87th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2015

PORTFOLIO

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Data on this page as of 04/30/2021.

Underlying data by Value Line