EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 79.97%    
88th
3-Year: 8.37%    
52th
5-Year: 10.5%    
57th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 11.59%    
73th
3-Year: -5.22%    
7th
5-Year: -3.56%    
8th
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MANAGEMENT

Fund Manager:
Name: Carpenter
Since: 05/01/2014

PORTFOLIO

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Data on this page as of 03/31/2021.

Underlying data by Value Line