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EXPENSES

Cost Per $10,000:
3-Year: $342
5-Year: $600
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.91%    
9th
3-Year: 5.93%    
78th
5-Year: 7.86%    
53th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.14%    
10th
3-Year: -2.4%    
13th
5-Year: -2.66%    
8th
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MANAGEMENT

Fund Manager:
Name: Bingaman
Since: 01/01/2014

PORTFOLIO

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

Underlying data by Value Line