EXPENSES

Cost Per $10,000:
3-Year: $265
5-Year: $464
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.02%    
54th
3-Year: 6.11%    
68th
5-Year: 9.87%    
70th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.2%    
29th
3-Year: 1.88%    
82th
5-Year: 1.99%    
79th
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MANAGEMENT

Fund Manager:
Name: Cuggino
Since: 05/01/2003

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 531-5142

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

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

Underlying data by Value Line