EXPENSES

Cost Per $10,000:
3-Year: $203
5-Year: $357
10-Year: $812
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.3%    
25th
3-Year: 3.68%    
14th
5-Year: 3.27%    
17th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 8.08%    
93th
3-Year: 0.23%    
51th
5-Year: 0.45%    
63th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 09/01/2014

PORTFOLIO

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

Underlying data by Value Line