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

EXPENSES

Cost Per $10,000:
3-Year: $16
5-Year: $28
10-Year: $64
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.15%    
40th
3-Year: 2.88%    
54th
5-Year: 8.85%    
69th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -7.42%    
24th
3-Year: -4.59%    
14th
5-Year: -2.25%    
25th
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MANAGEMENT

Fund Manager:
Name: O'Reilly
Since: 04/01/2016

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line