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EXPENSES

Cost Per $10,000:
3-Year: $439
5-Year: $770
10-Year: $1.8K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.12%    
36th
3-Year: 7.3%    
91th
5-Year: 10.37%    
74th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.25%    
52th
3-Year: 13.56%    
85th
5-Year: 16.89%    
94th
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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