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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%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.48%    
98th
3-Year: 7.34%    
73th
5-Year: 2.38%    
42th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 15.5%    
83th
3-Year: 14.98%    
83th
5-Year: 9.27%    
63th
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MANAGEMENT

Fund Manager:
Name: Orosco
Since: 02/01/2021

PORTFOLIO

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Data on this page as of 12/31/2022.

Underlying data by Value Line