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

EXPENSES

Cost Per $10,000:
3-Year: $281
5-Year: $492
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.9%    
5th
3-Year: -10.68%    
1th
5-Year: 7.94%    
49th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 18.43%    
89th
3-Year: 1.56%    
66th
5-Year: 7.29%    
95th
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MANAGEMENT

Fund Manager:
Name: Zhao
Since: 06/01/2019

PORTFOLIO

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Data on this page as of 05/31/2024.

Underlying data by Value Line