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: 30.59%    
68th
3-Year: 15.26%    
80th
5-Year: 16.88%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -8.38%    
21th
3-Year: 1.02%    
59th
5-Year: 2.3%    
77th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 08/31/2021.

Underlying data by Value Line