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EXPENSES

Cost Per $10,000:
3-Year: $388
5-Year: $679
10-Year: $1.5K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.74%    
80th
3-Year: 7.21%    
80th
5-Year: 13.43%    
91th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.8%    
57th
3-Year: 9.21%    
95th
5-Year: 3.17%    
91th
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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