EXPENSES

Cost Per $10,000:
3-Year: $152
5-Year: $266
10-Year: $606
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 44.75%    
97th
3-Year: 7.13%    
95th
5-Year: 15.62%    
96th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.01%    
79th
3-Year: 4.16%    
86th
5-Year: 0.72%    
55th
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MANAGEMENT

Fund Manager:
Name: Simnegar
Since: 02/01/2019

PORTFOLIO

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

Underlying data by Value Line