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

EXPENSES

Cost Per $10,000:
3-Year: $42
5-Year: $74
10-Year: $168
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.4%    
20th
3-Year: -0.54%    
18th
5-Year: 4.49%    
30th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.53%    
37th
3-Year: 0.69%    
52th
5-Year: 1.09%    
64th
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MANAGEMENT

Fund Manager:
Name: O'Reilly
Since: 11/01/2001

PORTFOLIO

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

Underlying data by Value Line