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

EXPENSES

Cost Per $10,000:
3-Year: $84
5-Year: $147
10-Year: $335
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 7.63%    
96th
3-Year: 9.74%    
62th
5-Year: 8.54%    
63th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.36%    
56th
3-Year: 1.89%    
63th
5-Year: 0.79%    
58th
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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 04/30/2022.

Underlying data by Value Line