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EXPENSES

Cost Per $10,000:
3-Year: $307
5-Year: $538
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.89%    
22th
3-Year: 8.59%    
88th
5-Year: 9.68%    
64th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.14%    
44th
3-Year: 0%    
53th
5-Year: -1.1%    
28th
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MANAGEMENT

Fund Manager:
Name: Leonard
Since: 10/01/2011

PORTFOLIO

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

Underlying data by Value Line