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: 12.32%    
59th
3-Year: 8.45%    
79th
5-Year: 10.98%    
96th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.75%    
49th
3-Year: -0.67%    
35th
5-Year: 3.3%    
90th
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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 10/31/2023.

Underlying data by Value Line