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

EXPENSES

Cost Per $10,000:
3-Year: $242
5-Year: $425
10-Year: $967
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 17.43%    
27th
3-Year: 7.94%    
90th
5-Year: 12.58%    
85th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.59%    
51th
3-Year: 0.69%    
66th
5-Year: 2.19%    
88th
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MANAGEMENT

Fund Manager:
Name: Zhao
Since: 06/01/2017

PORTFOLIO

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

Underlying data by Value Line