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EXPENSES

Cost Per $10,000:
3-Year: $643
5-Year: $1.1K
10-Year: $2.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.53%    
9th
3-Year: 4.99%    
77th
5-Year: 8.97%    
63th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.01%    
11th
3-Year: -2.91%    
10th
5-Year: -1.23%    
25th
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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