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

EXPENSES

Cost Per $10,000:
3-Year: $226
5-Year: $396
10-Year: $902
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 10.37%    
27th
3-Year: 9.05%    
91th
5-Year: 11.64%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.54%    
51th
3-Year: 0.74%    
68th
5-Year: 2.27%    
88th
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MANAGEMENT

Fund Manager:
Name: Zhao
Since: 01/01/2018

PORTFOLIO

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Data on this page as of 02/29/2024.

Underlying data by Value Line