EXPENSES

Cost Per $10,000:
3-Year: $401
5-Year: $702
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -23.64%    
21th
3-Year: 9.9%    
90th
5-Year: 11.5%    
97th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.48%    
72th
3-Year: 2.04%    
72th
5-Year: 2.07%    
83th
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MANAGEMENT

Fund Manager:
Name: Rolfe
Since: 03/01/2011

PORTFOLIO

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Data on this page as of 10/31/2022.

Underlying data by Value Line