EXPENSES

Cost Per $10,000:
3-Year: $401
5-Year: $702
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: -6.27%    
86th
3-Year: 15.18%    
97th
5-Year: 14.7%    
94th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.96%    
80th
3-Year: 2.15%    
76th
5-Year: -0.65%    
39th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 04/30/2022.

Underlying data by Value Line