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EXPENSES

Cost Per $10,000:
3-Year: $287
5-Year: $504
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 34.28%    
91th
3-Year: 15.39%    
98th
5-Year: 15.68%    
94th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 13.13%    
100th
3-Year: 6.2%    
100th
5-Year: 4.21%    
98th
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MANAGEMENT

Fund Manager:
Name: Sherwood
Since: 10/01/2022

PORTFOLIO

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

Underlying data by Value Line