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EXPENSES

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

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.45%    
23th
3-Year: 6.64%    
30th
5-Year: n/a    
N/A
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.03%    
88th
3-Year: 2.8%    
99th
5-Year: n/a    
N/A
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MANAGEMENT

Fund Manager:
Name: Norton
Since: 09/01/2017

PORTFOLIO

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Data on this page as of 10/31/2021.

Underlying data by Value Line