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EXPENSES

Cost Per $10,000:
3-Year: $23
5-Year: $40
10-Year: $90
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.03%    
56th
3-Year: 4.85%    
76th
5-Year: 8.76%    
69th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.31%    
49th
3-Year: -0.29%    
42th
5-Year: -0.37%    
50th
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MANAGEMENT

Fund Manager:
Name: Denis
Since: 02/01/2023

PORTFOLIO

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

Underlying data by Value Line