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

EXPENSES

Cost Per $10,000:
3-Year: $55
5-Year: $96
10-Year: $219
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 38.66%    
97th
3-Year: 10.78%    
84th
5-Year: 17.77%    
98th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.17%    
76th
3-Year: 3.19%    
73th
5-Year: 3.17%    
90th
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MANAGEMENT

Fund Manager:
Name: O'Reilly
Since: 12/01/1994

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line