EXPENSES

Cost Per $10,000:
3-Year: $404
5-Year: $708
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 41.67%    
98th
3-Year: -2.26%    
14th
5-Year: 11.05%    
83th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.74%    
79th
3-Year: -8.53%    
6th
5-Year: -3.54%    
10th
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MANAGEMENT

Fund Manager:
Name: Tienhoven
Since: 12/01/2022

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line