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

EXPENSES

Cost Per $10,000:
3-Year: $23
5-Year: $40
10-Year: $90
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 5.58%    
47th
3-Year: -4.44%    
9th
5-Year: 7.33%    
59th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.43%    
63th
3-Year: 0.12%    
47th
5-Year: -0.46%    
46th
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MANAGEMENT

Fund Manager:
Name: O'Reilly
Since: 09/01/2011

PORTFOLIO

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Data on this page as of 01/31/2024.

Underlying data by Value Line