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EXPENSES

Cost Per $10,000:
3-Year: $271
5-Year: $475
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 32.09%    
88th
3-Year: 8.93%    
83th
5-Year: 13.57%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.5%    
93th
3-Year: 10.06%    
96th
5-Year: 3.52%    
94th
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MANAGEMENT

Fund Manager:
Name: Nolin
Since: 06/01/2005

PORTFOLIO

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

Underlying data by Value Line