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: 26.21%    
94th
3-Year: 8.84%    
87th
5-Year: 15.29%    
95th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 12.8%    
98th
3-Year: 1.9%    
63th
5-Year: 3.71%    
94th
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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 06/30/2024.

Underlying data by Value Line