Oelschlager Investments

Statistics as of Apr 02, 2025

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Found total of 2 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Value
Expense Ratio
0.95%
TTM Yield
2.5%
3yr Sharpe
0.43
YTD Return
5.2%
3yr Return
31.2%
1yr Return
11.6%
Total Assets
$45M
6M Money Flow
$5M
Technology
Expense Ratio
1.96%
TTM Yield
0.9%
3yr Sharpe
0.18
YTD Return
-3.4%
3yr Return
23.5%
1yr Return
5.6%
Total Assets
$6M
6M Money Flow
$283K