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EXPENSES

Cost Per $10,000:
3-Year: $262
5-Year: $458
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.29%    
59th
3-Year: 5.89%    
71th
5-Year: 11.79%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.46%    
36th
3-Year: -2.08%    
27th
5-Year: 0.48%    
50th
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MANAGEMENT

Fund Manager:
Name: King
Since: 01/01/1996

PORTFOLIO

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

Underlying data by Value Line