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EXPENSES

Cost Per $10,000:
3-Year: $630
5-Year: $1.1K
10-Year: $2.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.2%    
7th
3-Year: 5.91%    
83th
5-Year: 7.08%    
41th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.37%    
4th
3-Year: -1.29%    
29th
5-Year: -4.35%    
2th
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MANAGEMENT

Fund Manager:
Name: Courtney
Since: 04/01/2014

PORTFOLIO

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

Underlying data by Value Line