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

EXPENSES

Cost Per $10,000:
3-Year: $297
5-Year: $521
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.52%    
38th
3-Year: 14.36%    
78th
5-Year: 13.06%    
71th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 5.19%    
62th
3-Year: 1.89%    
65th
5-Year: 0.75%    
56th
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MANAGEMENT

Fund Manager:
Name: Lu
Since: 06/01/2014

PORTFOLIO

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

Underlying data by Value Line