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

EXPENSES

Cost Per $10,000:
3-Year: $365
5-Year: $640
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 23.54%    
49th
3-Year: 25.85%    
97th
5-Year: 20.57%    
92th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 12.17%    
88th
3-Year: 13.37%    
96th
5-Year: 8.26%    
94th
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MANAGEMENT

Fund Manager:
Name: Zhao
Since: 06/01/2019

PORTFOLIO

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Data on this page as of 08/31/2021.

Underlying data by Value Line