EXPENSES

Cost Per $10,000:
3-Year: $436
5-Year: $764
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.27%    
91th
3-Year: 10.67%    
97th
5-Year: 13.44%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.62%    
84th
3-Year: 5.36%    
94th
5-Year: 2.97%    
77th
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MANAGEMENT

Fund Manager:
Name: Dodson
Since: 10/01/2010

PORTFOLIO

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

Underlying data by Value Line