MUTUAL FUND SNAPSHOT The Easy Way To Find Great Mutual Funds!

EXPENSES

Cost Per $10,000:
3-Year: $16
5-Year: $28
10-Year: $64
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.98%    
75th
3-Year: 7.45%    
90th
5-Year: 9.93%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.16%    
61th
3-Year: 1.5%    
78th
5-Year: 0.71%    
66th
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MANAGEMENT

Fund Manager:
Name: O'Reilly
Since: 11/01/2000

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line