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EXPENSES

Cost Per $10,000:
3-Year: $585
5-Year: $1K
10-Year: $2.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0.97%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 35.15%    
57th
3-Year: 13.72%    
98th
5-Year: 14.87%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.63%    
81th
3-Year: 6.27%    
97th
5-Year: 3.2%    
91th
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MANAGEMENT

Fund Manager:
Name: Edwards
Since: 03/01/2015

PORTFOLIO

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

Underlying data by Value Line