EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -33.01%    
8th
3-Year: -11.39%    
1th
5-Year: -5.59%    
1th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -11.91%    
0th
3-Year: -4.94%    
3th
5-Year: -2.65%    
5th
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MANAGEMENT

Fund Manager:
Name: Patel
Since: 04/01/2014

PORTFOLIO

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

Underlying data by Value Line