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EXPENSES

Cost Per $10,000:
3-Year: $526
5-Year: $923
10-Year: $2.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.93%    
39th
3-Year: 2.04%    
50th
5-Year: 3.94%    
35th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.03%    
49th
3-Year: 2.32%    
99th
5-Year: 2.31%    
100th
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MANAGEMENT

Fund Manager:
Name: Carmack
Since: 08/01/2016

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line