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EXPENSES

Cost Per $10,000:
3-Year: $307
5-Year: $538
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 23.94%    
85th
3-Year: 3.79%    
40th
5-Year: 11.53%    
84th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.28%    
80th
3-Year: 2.62%    
67th
5-Year: 0.99%    
62th
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MANAGEMENT

Fund Manager:
Name: Thornton
Since: 02/01/2012

PORTFOLIO

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

Underlying data by Value Line