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EXPENSES

Cost Per $10,000:
3-Year: $436
5-Year: $764
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 2%
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -8.52%    
1th
3-Year: -4.94%    
6th
5-Year: 1.62%    
18th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -14.51%    
1th
3-Year: -0.18%    
59th
5-Year: -0.72%    
52th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 03/01/2021

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line