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EXPENSES

Cost Per $10,000:
3-Year: $307
5-Year: $538
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 22.05%    
81th
3-Year: 7.47%    
81th
5-Year: 13.71%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.07%    
59th
3-Year: 9.48%    
95th
5-Year: 3.46%    
94th
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MANAGEMENT

Fund Manager:
Name: Stone
Since: 06/01/2009

PORTFOLIO

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

Underlying data by Value Line