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: -24.2%    
29th
3-Year: 5.91%    
86th
5-Year: 8.98%    
94th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.34%    
8th
3-Year: 0.7%    
56th
5-Year: 2.47%    
85th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line