EXPENSES

Cost Per $10,000:
3-Year: $646
5-Year: $1.1K
10-Year: $2.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 33.37%    
96th
3-Year: -9.7%    
3th
5-Year: 3.78%    
34th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 31.73%    
98th
3-Year: -7.61%    
23th
5-Year: 11.32%    
64th
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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