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EXPENSES

Cost Per $10,000:
3-Year: $326
5-Year: $572
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 28.12%    
93th
3-Year: 8.43%    
78th
5-Year: 14.68%    
95th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.65%    
23th
3-Year: 1.62%    
55th
5-Year: 0.47%    
52th
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MANAGEMENT

Fund Manager:
Name: Klimo
Since: 03/01/2015

PORTFOLIO

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

Underlying data by Value Line