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EXPENSES

Cost Per $10,000:
3-Year: $443
5-Year: $775
10-Year: $1.8K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -5.57%    
71th
3-Year: 3.16%    
39th
5-Year: 1.16%    
17th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.84%    
57th
3-Year: -3.46%    
11th
5-Year: -4.68%    
7th
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MANAGEMENT

Fund Manager:
Name: Dinnhaupt
Since: 01/01/2014

PORTFOLIO

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Data on this page as of 07/31/2022.

Underlying data by Value Line