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EXPENSES

Cost Per $10,000:
3-Year: $762
5-Year: $1.3K
10-Year: $3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.14%    
39th
3-Year: 3.09%    
69th
5-Year: 6.59%    
65th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 8.71%    
61th
3-Year: 5.88%    
69th
5-Year: 16.12%    
86th
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MANAGEMENT

Fund Manager:
Name: Artuso
Since: 08/01/2023

PORTFOLIO

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

Underlying data by Value Line