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

EXPENSES

Cost Per $10,000:
3-Year: $13
5-Year: $23
10-Year: $52
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 21.12%    
58th
3-Year: 10.2%    
94th
5-Year: 11.54%    
82th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.81%    
59th
3-Year: 1.16%    
71th
5-Year: 0.73%    
69th
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MANAGEMENT

Fund Manager:
Name: O'Reilly
Since: 11/01/2000

PORTFOLIO

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

Underlying data by Value Line