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EXPENSES

Cost Per $10,000:
3-Year: $401
5-Year: $702
10-Year: $1.6K
Loads and Fees:
Initial: 5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.45%    
11th
3-Year: 5.79%    
79th
5-Year: 9.79%    
69th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.26%    
15th
3-Year: -2.11%    
16th
5-Year: -0.43%    
42th
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MANAGEMENT

Fund Manager:
Name: Willadsen
Since: 10/01/2014

PORTFOLIO

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

Underlying data by Value Line