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EXPENSES

Cost Per $10,000:
3-Year: $404
5-Year: $708
10-Year: $1.6K
Loads and Fees:
Initial: 5.25%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 27.08%    
90th
3-Year: 3.4%    
15th
5-Year: 11.37%    
80th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 9.48%    
89th
3-Year: -5.03%    
15th
5-Year: 0.95%    
62th
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MANAGEMENT

Fund Manager:
Name: Heugh
Since: 05/01/2010

PORTFOLIO

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

Underlying data by Value Line