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EXPENSES

Cost Per $10,000:
3-Year: $433
5-Year: $758
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 35.75%    
60th
3-Year: 14.26%    
98th
5-Year: 15.4%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.12%    
84th
3-Year: 6.84%    
98th
5-Year: 3.73%    
95th
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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