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EXPENSES

Cost Per $10,000:
3-Year: $168
5-Year: $294
10-Year: $670
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 40.07%    
95th
3-Year: 11.86%    
86th
5-Year: 15.73%    
95th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.31%    
34th
3-Year: 3.61%    
78th
5-Year: 0.05%    
45th
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MANAGEMENT

Fund Manager:
Name: Simnegar
Since: 02/01/2019

PORTFOLIO

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

Underlying data by Value Line