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EXPENSES

Cost Per $10,000:
3-Year: $423
5-Year: $741
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 32.49%    
93th
3-Year: 10.08%    
89th
5-Year: 13.35%    
93th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -7.78%    
20th
3-Year: 4.31%    
87th
5-Year: -0.46%    
38th
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MANAGEMENT

Fund Manager:
Name: Neff
Since: 08/01/2014

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line