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

EXPENSES

Cost Per $10,000:
3-Year: $565
5-Year: $991
10-Year: $2.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.28%    
19th
3-Year: 6.88%    
86th
5-Year: 11.47%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.61%    
34th
3-Year: -0.4%    
45th
5-Year: 1.09%    
74th
Show Details

MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line