EXPENSES

Cost Per $10,000:
3-Year: $42
5-Year: $74
10-Year: $168
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.72%    
61th
3-Year: 1.76%    
46th
5-Year: 3.87%    
37th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.73%    
31th
3-Year: -0.62%    
40th
5-Year: 0.33%    
66th
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MANAGEMENT

Fund Manager:
Name: Shortsleeve
Since: 08/01/2022

PORTFOLIO

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

Underlying data by Value Line