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: -7.13%    
2th
3-Year: 4.03%    
45th
5-Year: 3.46%    
63th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.17%    
29th
3-Year: 0.38%    
55th
5-Year: 2.08%    
72th
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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 08/31/2023.

Underlying data by Value Line