EXPENSES

Cost Per $10,000:
3-Year: $365
5-Year: $640
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 35.64%    
82th
3-Year: 23.54%    
95th
5-Year: 20.59%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 8.18%    
97th
3-Year: 0.72%    
60th
5-Year: -1.47%    
35th
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MANAGEMENT

Fund Manager:
Name: Rolfe
Since: 03/01/2011

PORTFOLIO

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

Underlying data by Value Line