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EXPENSES

Cost Per $10,000:
3-Year: $656
5-Year: $1.1K
10-Year: $2.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.61%    
42th
3-Year: 4.42%    
76th
5-Year: 8.1%    
64th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.73%    
27th
3-Year: -0.14%    
44th
5-Year: -1.07%    
37th
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MANAGEMENT

Fund Manager:
Name: Stanish
Since: 09/01/2018

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line