EXPENSES

Cost Per $10,000:
3-Year: $404
5-Year: $708
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 40.93%    
92th
3-Year: 7.29%    
88th
5-Year: 16.51%    
96th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.99%    
27th
3-Year: 1.59%    
55th
5-Year: 0.79%    
56th
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MANAGEMENT

Fund Manager:
Name: Rolfe
Since: 03/01/2011

PORTFOLIO

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

Underlying data by Value Line