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EXPENSES

Cost Per $10,000:
3-Year: $581
5-Year: $1K
10-Year: $2.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.86%    
79th
3-Year: 14.44%    
98th
5-Year: 8.18%    
65th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 17.22%    
85th
3-Year: 16.98%    
93th
5-Year: 16.03%    
84th
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MANAGEMENT

Fund Manager:
Name: Orosco
Since: 02/01/2021

PORTFOLIO

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

Underlying data by Value Line