EXPENSES

Cost Per $10,000:
3-Year: $436
5-Year: $764
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 33.88%    
94th
3-Year: 14.37%    
98th
5-Year: 14.82%    
96th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 12.49%    
98th
3-Year: 7.42%    
100th
5-Year: 3.96%    
95th
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MANAGEMENT

Fund Manager:
Name: Dodson
Since: 10/01/2010

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line