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

EXPENSES

Cost Per $10,000:
3-Year: $320
5-Year: $560
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -2.88%    
1th
3-Year: -11.1%    
2th
5-Year: 1.96%    
13th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 8.73%    
68th
3-Year: 5.15%    
77th
5-Year: 2.53%    
68th
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MANAGEMENT

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

PORTFOLIO

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

Underlying data by Value Line