EXPENSES

Cost Per $10,000:
3-Year: $307
5-Year: $538
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 23.77%    
39th
3-Year: -1.18%    
30th
5-Year: 5.68%    
52th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -5.98%    
25th
3-Year: -3.62%    
29th
5-Year: -0.78%    
55th
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MANAGEMENT

Fund Manager:
Name: Neureiter
Since: 03/01/2014

PORTFOLIO

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Data on this page as of 10/31/2024.

Underlying data by Value Line