EXPENSES

Cost Per $10,000:
3-Year: $97
5-Year: $170
10-Year: $387
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 8.02%    
68th
3-Year: 6.25%    
92th
5-Year: 10.38%    
89th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.78%    
41th
3-Year: 3.24%    
82th
5-Year: 1.53%    
62th
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MANAGEMENT

Fund Manager:
Name: Fisher
Since: 07/01/2022

PORTFOLIO

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

Underlying data by Value Line