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

EXPENSES

Cost Per $10,000:
3-Year: $404
5-Year: $708
10-Year: $1.6K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.85%    
23th
3-Year: 7.43%    
88th
5-Year: 12.02%    
83th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.13%    
44th
3-Year: 0.12%    
55th
5-Year: 1.63%    
80th
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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