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EXPENSES

Cost Per $10,000:
3-Year: $255
5-Year: $447
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 40.16%    
97th
3-Year: 9.81%    
79th
5-Year: 18.99%    
99th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.83%    
69th
3-Year: 1.92%    
58th
5-Year: 4.07%    
95th
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MANAGEMENT

Fund Manager:
Name: Lin
Since: 09/01/2017

PORTFOLIO

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

Underlying data by Value Line