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EXPENSES

Cost Per $10,000:
3-Year: $585
5-Year: $1K
10-Year: $2.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 31.06%    
92th
3-Year: -1.43%    
10th
5-Year: 10.25%    
79th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 10.24%    
99th
3-Year: -2.31%    
28th
5-Year: -0.09%    
39th
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MANAGEMENT

Fund Manager:
Name: Collins
Since: 03/01/2018

PORTFOLIO

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

Underlying data by Value Line