EXPENSES

Cost Per $10,000:
3-Year: $646
5-Year: $1.1K
10-Year: $2.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.85%    
91th
3-Year: -8.51%    
2th
5-Year: 3.77%    
33th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 25.03%    
93th
3-Year: -10.07%    
17th
5-Year: 11.26%    
59th
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MANAGEMENT

Fund Manager:
Name: Tienhoven
Since: 12/01/2022

PORTFOLIO

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

Underlying data by Value Line