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EXPENSES

Cost Per $10,000:
3-Year: $123
5-Year: $215
10-Year: $490
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 29.32%    
80th
3-Year: 11.28%    
98th
5-Year: 14.15%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 8.74%    
97th
3-Year: 4.61%    
96th
5-Year: 3.3%    
92th
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MANAGEMENT

Fund Manager:
Name: Greenberg
Since: 02/01/2005

PORTFOLIO

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

Underlying data by Value Line