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EXPENSES

Cost Per $10,000:
3-Year: $333
5-Year: $583
10-Year: $1.3K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.77%    
37th
3-Year: 3.28%    
66th
5-Year: 4.69%    
32th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.61%    
40th
3-Year: 1.95%    
75th
5-Year: -1.64%    
20th
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MANAGEMENT

Fund Manager:
Name: Luh
Since: 12/01/2010

PORTFOLIO

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Data on this page as of 05/31/2024.

Underlying data by Value Line