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: 34.17%    
53th
3-Year: 11.8%    
62th
5-Year: 6.9%    
36th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.26%    
49th
3-Year: 1.88%    
72th
5-Year: -0.08%    
55th
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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 06/30/2021.

Underlying data by Value Line