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EXPENSES

Cost Per $10,000:
3-Year: $452
5-Year: $792
10-Year: $1.8K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.25%    
53th
3-Year: 4.92%    
76th
5-Year: 6.73%    
46th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.55%    
55th
3-Year: 5.13%    
89th
5-Year: -0.3%    
39th
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MANAGEMENT

Fund Manager:
Name: Spears
Since: 06/01/1993

PORTFOLIO

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Data on this page as of 05/31/2024.

Underlying data by Value Line