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EXPENSES

Cost Per $10,000:
3-Year: $294
5-Year: $515
10-Year: $1.2K
Loads and Fees:
Initial: 3.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -10.16%    
21th
3-Year: -4.65%    
4th
5-Year: 0.36%    
16th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.42%    
15th
3-Year: -1.95%    
7th
5-Year: -0.29%    
34th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 02/28/2023.

Underlying data by Value Line