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EXPENSES

Cost Per $10,000:
3-Year: $384
5-Year: $674
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 22.28%    
82th
3-Year: 11.21%    
91th
5-Year: 10.98%    
83th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.44%    
92th
3-Year: 0.43%    
58th
5-Year: 1.04%    
73th
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MANAGEMENT

Fund Manager:
Name: Vanderlee
Since: 01/01/2012

PORTFOLIO

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

Underlying data by Value Line