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EXPENSES

Cost Per $10,000:
3-Year: $591
5-Year: $1K
10-Year: $2.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 22.54%    
90th
3-Year: 16.11%    
98th
5-Year: 7.61%    
50th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 17.72%    
89th
3-Year: 19.76%    
95th
5-Year: 13.71%    
77th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line