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

EXPENSES

Cost Per $10,000:
3-Year: $39
5-Year: $68
10-Year: $155
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 27.95%    
92th
3-Year: 7.74%    
92th
5-Year: 15.95%    
95th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 8.74%    
88th
3-Year: 3.44%    
73th
5-Year: 4.08%    
92th
Show Details

MANAGEMENT

Fund Manager:
Name: O'Reilly
Since: 12/01/2015

PORTFOLIO

Show Details
Data on this page as of 08/31/2024.

Underlying data by Value Line