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EXPENSES

Cost Per $10,000:
3-Year: $423
5-Year: $741
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 31.7%    
93th
3-Year: -0.93%    
12th
5-Year: 10.8%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 10.92%    
99th
3-Year: -1.81%    
31th
5-Year: 0.46%    
50th
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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