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EXPENSES

Cost Per $10,000:
3-Year: $724
5-Year: $1.3K
10-Year: $2.9K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 33.08%    
87th
3-Year: 7.38%    
57th
5-Year: 13.54%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.99%    
90th
3-Year: 5%    
84th
5-Year: 1.59%    
76th
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MANAGEMENT

Fund Manager:
Name: Schofield
Since: 12/01/2010

PORTFOLIO

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

Underlying data by Value Line