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EXPENSES

Cost Per $10,000:
3-Year: $423
5-Year: $741
10-Year: $1.7K
Loads and Fees:
Initial: 5.5%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 33.62%    
31th
3-Year: 8.38%    
93th
5-Year: 8.63%    
56th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.28%    
39th
3-Year: 3.34%    
64th
5-Year: -0.59%    
38th
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MANAGEMENT

Fund Manager:
Name: Dinnhaupt
Since: 01/01/2014

PORTFOLIO

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

Underlying data by Value Line