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: 14.65%    
47th
3-Year: -3%    
10th
5-Year: 7.75%    
55th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.19%    
56th
3-Year: 0.44%    
46th
5-Year: -0.48%    
48th
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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 08/31/2024.

Underlying data by Value Line