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EXPENSES

Cost Per $10,000:
3-Year: $465
5-Year: $815
10-Year: $1.9K
Loads and Fees:
Initial: 3.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.86%    
20th
3-Year: -2.37%    
13th
5-Year: -0.48%    
8th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.05%    
57th
3-Year: -1.26%    
27th
5-Year: -0.74%    
33th
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MANAGEMENT

Fund Manager:
Name: Kiesel
Since: 11/01/2002

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line