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EXPENSES

Cost Per $10,000:
3-Year: $194
5-Year: $340
10-Year: $773
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.15%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.86%    
20th
3-Year: 8.01%    
86th
5-Year: 8.6%    
57th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.47%    
36th
3-Year: -0.53%    
42th
5-Year: -2.08%    
14th
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MANAGEMENT

Fund Manager:
Name: Chalupnik
Since: 01/01/2020

PORTFOLIO

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

Underlying data by Value Line