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EXPENSES

Cost Per $10,000:
3-Year: $423
5-Year: $741
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 37.53%    
94th
3-Year: 3.82%    
53th
5-Year: 10.48%    
80th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 14.1%    
96th
3-Year: -0.36%    
36th
5-Year: 0.92%    
64th
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MANAGEMENT

Fund Manager:
Name: Delano
Since: 03/01/2017

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line