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EXPENSES

Cost Per $10,000:
3-Year: $426
5-Year: $747
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 23.02%    
84th
3-Year: -24.51%    
0th
5-Year: 1.89%    
18th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.27%    
67th
3-Year: -27.98%    
1th
5-Year: -8.34%    
1th
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MANAGEMENT

Fund Manager:
Name: Wood
Since: 01/01/2017

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line