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EXPENSES

Cost Per $10,000:
3-Year: $481
5-Year: $843
10-Year: $1.9K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 25.25%    
93th
3-Year: 5.42%    
79th
5-Year: 13.46%    
91th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 14.67%    
97th
3-Year: 8.17%    
95th
5-Year: 5%    
95th
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MANAGEMENT

Fund Manager:
Name: Schofield
Since: 12/01/2010

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line