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EXPENSES

Cost Per $10,000:
3-Year: $297
5-Year: $521
10-Year: $1.2K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.23%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 26.04%    
94th
3-Year: 6.26%    
85th
5-Year: 15.18%    
95th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.25%    
35th
3-Year: 0.79%    
47th
5-Year: 0.55%    
52th
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MANAGEMENT

Fund Manager:
Name: Werner
Since: 10/01/2016

PORTFOLIO

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

Underlying data by Value Line