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EXPENSES

Cost Per $10,000:
3-Year: $129
5-Year: $226
10-Year: $516
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 25.78%    
85th
3-Year: 4.21%    
39th
5-Year: 11.34%    
83th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4%    
77th
3-Year: 2.45%    
66th
5-Year: 0.82%    
58th
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MANAGEMENT

Fund Manager:
Name: Wetter
Since: 04/01/2012

PORTFOLIO

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

Underlying data by Value Line