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EXPENSES

Cost Per $10,000:
3-Year: $562
5-Year: $985
10-Year: $2.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.96%    
22th
3-Year: 7.88%    
85th
5-Year: 10.7%    
75th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.21%    
42th
3-Year: -0.67%    
38th
5-Year: 0.19%    
58th
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MANAGEMENT

Fund Manager:
Name: Taylor
Since: 11/01/2008

PORTFOLIO

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

Underlying data by Value Line