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EXPENSES

Cost Per $10,000:
3-Year: $759
5-Year: $1.3K
10-Year: $3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.96%    
28th
3-Year: 6.26%    
87th
5-Year: 9.3%    
65th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.21%    
47th
3-Year: 12.49%    
84th
5-Year: 15.82%    
89th
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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