EXPENSES

Cost Per $10,000:
3-Year: $362
5-Year: $634
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: 57.45%    
92th
3-Year: 10.05%    
52th
5-Year: 11.04%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 10.29%    
81th
3-Year: -4.61%    
12th
5-Year: -4.05%    
7th
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MANAGEMENT

Fund Manager:
Name: Carpenter
Since: 05/01/2014

PORTFOLIO

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Data on this page as of 06/30/2021.

Underlying data by Value Line