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EXPENSES

Cost Per $10,000:
3-Year: $520
5-Year: $911
10-Year: $2.1K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.85%    
34th
3-Year: 7.03%    
90th
5-Year: 10.1%    
72th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.99%    
50th
3-Year: 13.28%    
85th
5-Year: 16.62%    
93th
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MANAGEMENT

Fund Manager:
Name: Artuso
Since: 08/01/2023

PORTFOLIO

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

Underlying data by Value Line