EXPENSES

Cost Per $10,000:
3-Year: $320
5-Year: $560
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 3.28%    
72th
3-Year: 0.34%    
58th
5-Year: 3.89%    
57th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.35%    
49th
3-Year: 0.35%    
41th
5-Year: -2.09%    
22th
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MANAGEMENT

Fund Manager:
Name: Horn
Since: 06/01/1998

PORTFOLIO

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

Underlying data by Value Line