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EXPENSES

Cost Per $10,000:
3-Year: $643
5-Year: $1.1K
10-Year: $2.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.3%    
77th
3-Year: -2.65%    
33th
5-Year: 8.85%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.75%    
52th
3-Year: 1.6%    
56th
5-Year: 1.51%    
75th
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MANAGEMENT

Fund Manager:
Name: Bryan
Since: 07/01/2018

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line