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EXPENSES

Cost Per $10,000:
3-Year: $439
5-Year: $770
10-Year: $1.8K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.6%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 26.06%    
60th
3-Year: 8.54%    
88th
5-Year: 10.02%    
66th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.24%    
85th
3-Year: -0.05%    
52th
5-Year: -0.78%    
35th
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MANAGEMENT

Fund Manager:
Name: Diamond
Since: 06/01/2008

PORTFOLIO

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

Underlying data by Value Line