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EXPENSES

Cost Per $10,000:
3-Year: $297
5-Year: $521
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 28.7%    
91th
3-Year: 10.46%    
89th
5-Year: 13.98%    
91th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 7.78%    
79th
3-Year: 2.36%    
69th
5-Year: 2.32%    
73th
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MANAGEMENT

Fund Manager:
Name: Dhillon
Since: 05/01/2018

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line