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

EXPENSES

Cost Per $10,000:
3-Year: $87
5-Year: $153
10-Year: $348
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 4.76%    
20th
3-Year: -4.83%    
17th
5-Year: 2.85%    
30th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.65%    
34th
3-Year: 0.55%    
50th
5-Year: 0.95%    
60th
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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 12/31/2024.

Underlying data by Value Line