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

EXPENSES

Cost Per $10,000:
3-Year: $381
5-Year: $668
10-Year: $1.5K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -0.82%    
7th
3-Year: 2.31%    
61th
5-Year: 3.73%    
51th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.39%    
21th
3-Year: 2.38%    
73th
5-Year: 3.59%    
85th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 04/30/2023.

Underlying data by Value Line