Details
Morningstar Category
Consumer Cyclical
Fund Inception
09/29/1986
04/29/20250.69%
04/29/20250.69%
07/11/2025$121.98
Minimum to Invest
$0.00
02/28/202536.00%
06/30/2025$725.56
12 Month Low-High
06/30/2025$101.16 - $138.58
Hypothetical Growth of $10,000  footnote 4 footnote 5
AS OF 06/30/2025
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The performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance data quoted.
Top 10 Holdings  footnote 6
AS OF 05/31/2025
Fund Manager(s)
Commentary
Fund Overview
Quarter-End Average Annual Total Returns  footnote 2 footnote 3 footnote 4
AS OF 06/30/2025
Fund Inception 09/29/1986
 0.69% AS OF 04/29/2025