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EXPENSES

Cost Per $10,000:
3-Year: $371
5-Year: $651
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.49%    
77th
3-Year: 8.38%    
97th
5-Year: 9.31%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 8.56%    
95th
3-Year: 4.93%    
93th
5-Year: 1.3%    
78th
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MANAGEMENT

Fund Manager:
Name: Cunningham
Since: 09/01/2017

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line