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EXPENSES

Cost Per $10,000:
3-Year: $607
5-Year: $1.1K
10-Year: $2.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.76%    
15th
3-Year: 6.88%    
86th
5-Year: 10.43%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.39%    
30th
3-Year: -0.48%    
44th
5-Year: 0.57%    
66th
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MANAGEMENT

Fund Manager:
Name: Patrikson
Since: 06/01/2014

PORTFOLIO

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

Underlying data by Value Line